Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) First Published: 2015-08-26 Last Modified: 2017-04-26 Americas Headquarters Cisco Systems, Inc. 170 West Tasman Drive San Jose, CA 95134-1706 USA http://www.cisco.com Tel: 408 526-4000 800 553-NETS (6387) Fax: 408 527-0883 THE SPECIFICATIONS AND INFORMATION REGARDING THE PRODUCTS IN THIS MANUAL ARE SUBJECT TO CHANGE WITHOUT NOTICE. ALL STATEMENTS, INFORMATION, AND RECOMMENDATIONS IN THIS MANUAL ARE BELIEVED TO BE ACCURATE BUT ARE PRESENTED WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED. USERS MUST TAKE FULL RESPONSIBILITY FOR THEIR APPLICATION OF ANY PRODUCTS. THE SOFTWARE LICENSE AND LIMITED WARRANTY FOR THE ACCOMPANYING PRODUCT ARE SET FORTH IN THE INFORMATION PACKET THAT SHIPPED WITH THE PRODUCT AND ARE INCORPORATED HEREIN BY THIS REFERENCE. IF YOU ARE UNABLE TO LOCATE THE SOFTWARE LICENSE OR LIMITED WARRANTY, CONTACT YOUR CISCO REPRESENTATIVE FOR A COPY. 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CONTENTS Preface Preface xiii Change History xiii About This Guide xiv Audience xv Related Documents xv Obtaining Documentation and Submitting a Service Request xv Field Alerts and Field Notices xvi Documentation Feedback xvi Conventions xvi PART I CHAPTER 1 Preparation 1 System Requirements 3 Solution Components 4 VMware Hosting and Hardware Support 5 Software Compatibility 5 Software Licenses 5 CHAPTER 2 Prepare Customer Site Servers 7 Prepare Customer Site Servers 7 Prepare Cisco UCS C-Series Customer Site Servers 7 Configure RAID for the C240 M3S TRC#1 7 Install VMware vSphere ESXi 9 Add the Datastores to the Host Server 9 Add the Customer ESXi Host to the vCenter 9 Run the RAID Config Validator Utility 9 Prepare Cisco UCS B-Series Customer Site Servers 10 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) iii Contents Fabric Interconnect Requirements 11 Cisco UCS B-Series Blade Requirements 12 vNIC Requirements 12 vHBA Requirements 13 Packaged CCE UCS B-Series Fabric Interconnects Validation Tool 14 Packaged CCE UCS B-Series Fabric Interconnects Validation Tool 14 Requirement Validation Rules 15 NTP and Time Synchronization 20 Set Time Zone and NTP Time Server for Cisco UCS B-Series Servers 22 CHAPTER 3 Network Design Considerations 23 Network Design Considerations 23 Bandwidth Provisioning and Network QoS Considerations 23 Installation 25 PART II CHAPTER 4 Create Virtual Machines for Components 27 About Creatings VMs 27 Create VM for Cisco Unified Contact Center Enterprise Call Server 27 Create VM for Unified Contact Center Enterprise Data Server 28 Create VMs for the Cisco Unified Customer Voice Portal Servers 29 Create VM for Cisco Unified CVP Reporting Server 29 Create VM for Cisco Unified Communications Manager Publisher 30 Create VM for Cisco Unified Communications Manager Subscriber 30 Create VM for Cisco Finesse Primary 31 Create VM for Cisco Finesse Secondary 31 Create VM for Cisco Unified Intelligence Center Publisher 32 Create VM for Cisco Unified Intelligence Center Subscriber 32 CHAPTER 5 Tasks Common to Virtual Machines 33 Open Virtualization Files 33 Mount and Unmount ISO Files 33 Create a Virtual Machine from the OVA 34 Configure DNS Server 37 Configure a Database Drive 37 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) iv Contents Install Antivirus Software 38 Update the Java Runtime Environment (Optional) 39 CHAPTER 6 Software Installations for Components 41 Install Microsoft Windows Server 41 Install VMware Tools 43 Configure Network Adapters for Unified CCE Call Server and Unified CCE Data Server 44 Set Persistent Static Routes 45 Run Windows Updates 45 Install Microsoft SQL Server 46 Collation and Locale Settings for Localization 49 Install Cisco Unified Contact Center Enterprise 49 Configure Network Adapters for Cisco Unified CVP 50 Install Cisco Unified CVP Server 50 Install Cisco Unified CVP Reporting Server 51 Install Publishers/Primary Nodes of VOS-Based Contact Center Applications 52 Cisco Unified Intelligence Center License 53 Acquire Your License 53 Locate MAC Address 54 Upload License 54 Configure the Cluster for Cisco Unified Communications Manager 55 Create a Unified Communications Manager AXL User Account 55 Configure the Cluster for Cisco Unified Intelligence Center 56 Configure the Cluster for Cisco Finesse 56 Install Subscribers/Secondary Nodes of VOS-Based Contact Center Applications 57 Unified Communications Manager License 58 Generate and Register License 58 Install License 59 Activate Services 59 PART III Configuration 61 CHAPTER 7 Configure Cisco Unified Contact Center Enterprise Data Server 63 Cisco Unified Contact Center Enterprise Data Server Configuration 63 Configure SQL Server for CCE Components 63 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) v Contents Configure the Domain Manager 64 CHAPTER 8 Initialize Cisco Packaged Contact Center Enterprise Deployment 65 Initialize the Packaged CCE Deployment Type 65 Automated Initialization Tasks for Components 67 Set System-Level Settings 68 CHAPTER 9 Configure Cisco Unified Contact Center Enterprise Call Server 69 Cisco Unified Contact Center Enterprise Call Server Configuration 69 Add PIMs to the Media Routing Peripheral Gateway 69 CHAPTER 10 Configure Cisco Unified Customer Voice Portal 71 Cisco Unified Customer Voice Portal Configuration 71 Configure Gateways 71 Transfer Unified CVP Scripts and Media Files 72 Unified Customer Voice Portal Licenses 72 Generate a License 72 Transfer License Files for Unified CVP Server 73 Configure SNMP 74 Configure SIP Server Groups 74 Configure Dialed Number Patterns 75 CHAPTER 11 Configure Cisco Unified Customer Voice Portal Reporting Server 77 Cisco Unified Customer Voice Portal Reporting Server Configuration 77 Transfer License File for the Unified CVP Reporting Server 77 Obtain Cisco Unified Customer Voice Portal Report Templates 78 Create Data Source for Cisco Unified CVP Report Data 78 Import Unified CVP Report Templates in Unified Intelligence Center 80 CHAPTER 12 Configure Cisco IOS Enterprise Voice Gateway 81 About Ingress and VXML Gateway Configuration 81 Common Configuration for the Ingress Gateway and VXML Gateway 81 Configure Ingress Gateway 82 Configure VXML Gateway 85 Configure A-law Codec for Ingress and VXML Gateways 87 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) vi Contents Configure Ingress Gateway 87 Configure VXML Gateway 88 CHAPTER 13 Configure Cisco Unified Communications Manager 89 Cisco Unified Communications Manager Configuration 89 Configure Fully Qualified Domain Name 90 Configure Cisco Unified Communications Manager Groups 90 Configure Conference Bridges 90 Configure Media Termination Points 91 Transcoder Configuration in Unified CM and IOS Gateway 91 Configure Transcoders 92 Configure the CVP Call Server Dial Peers in Ingress Gateway 92 Configure Media Resource Groups 92 Configure and Associate Media Resource Group List 93 Configure CTI Route Point 93 Configure Ingress Gateways for Locations-based Call Admission Control 94 Configure Route Group 94 Configure Route List 95 Configure Route Pattern 95 Add a SIP Profile in Unified CM 95 Configure Trunk 96 CHAPTER 14 Configure Cisco Unified Intelligence Center 97 Cisco Unified Intelligence Center Configuration 97 Configure Unified Intelligence Center Data Sources for External AW-HDS-DDS 97 Download Report Bundles 98 Import Report Bundles 99 Configure Unified Intelligence Center Administration 100 CHAPTER 15 Configure Cisco Finesse 101 Cisco Finesse Configuration 101 Configure Contact Center Agents and Routing for Live Data Reports 101 Disable Agent Queue Statistics Gadget in Default Desktop Layout 102 Live Data Reports 102 Prerequisites for Live Data 102 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) vii Contents Add Live Data Reports to Finesse 103 Add Live Data Reports to Default Desktop Layout 103 Add Live Data Reports to Custom Desktop Layout 104 Add Live Data Reports to Team Layout 106 Modify Live Data Stock Reports for Finesse 107 Configure Live Data Reports with Multiple Views 108 CHAPTER 16 Configure IPv6 111 IPv6 Configuration 111 Set Up IPv6 for VOS-Based Contact Center Applications 111 Set Up IPv6 Using Cisco Unified Operating System Administration 112 Set Up IPv6 for VOS-Based Applications Using the CLI 112 Configure NAT64 for IPv6-Enabled Deployments 113 Configure DNS for IPv6 114 Determine IPv6 Translation of IPv4 Address for DNS Entry 114 Configure IPv6 on Unified CVP Call Server 115 Configure Gateways to Support IPv6 115 Configure an Interface to Support IPv6 Protocol Stack 115 Enable ANAT in Ingress Gateway 116 Enable Dual Stack in the Ingress Gateway 116 Configure IPv6 on Unified Communications Manager 116 Cluster-Wide Configuration in Unified CM Administration 116 Transcoding 117 Add a Common Device Configuration Profile in Unified Communications Manager 117 Associate the Common Device Configuration Profile with Gateway Trunk 117 Associate the Common Device Configuration Profile with an IPv4 or IPv6 Phone 118 Associate a SIP Profile in Unified CM 118 Associate the Dual Stack Common Device Configuration Profile with SIP Trunk 119 Optional External AW-HDS-DDS 121 PART IV CHAPTER 17 Install and Configure the External AW-HDS-DDS 123 Install and Configure the External AW-HDS-DDS 123 Create an HDS Database for the External AW-HDS-DDS 124 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) viii Contents Configure the External AW-HDS-DDS 124 Configure Unified Intelligence Center SQL User Account on the External AW-HDS-DDS 125 PART V CHAPTER 18 Version Upgrade 127 Common Ground Upgrade Process 129 Common Ground Upgrade Process 129 CHAPTER 19 Upgrade System Requirements 131 Supported Upgrade Paths 131 NTP Configuration Requirements 131 Preupgrade System Requirements 132 CHAPTER 20 Preupgrade Tasks 133 Preupgrade Tasks 133 Finesse Preupgrade Tasks 135 Download and Install Finesse Upgrade COP File 135 Unified Intelligence Center Preupgrade Tasks 135 Download and Install Unified Intelligence Center Upgrade COP File 135 Download Unified Intelligence Center Install Media 136 Unified CCE Preupgrade Tasks 136 Download the Enhanced Database Migration Tool 136 Unified CVP Preupgrade Tasks 137 Unified CVP Server and Unified CVP OAMP Server Preupgrade Tasks 137 Unified Communications Manager Preupgrade Tasks 137 CHAPTER 21 Prepare Side A for Upgrade 139 Prepare Side A for Upgrade 139 CHAPTER 22 Upgrade Side A 141 Upgrade Side A Tasks 141 Unified CVP Reporting Server Preupgrade Procedures 147 Unified CVP Reporting Server Preupgrade Tasks 147 Unload Data From Reporting Database 148 Uninstall the Unified CVP Component from the Reporting Server VM 148 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) ix Contents Common Software Upgrade Procedures 149 Upgrade VMware vSphere ESXi 149 Upgrade VMware Settings Utility 149 Upgrade to Windows 2012 R2 Standard 150 Upgrade VOS-Based Contact Center Applications from DVD/CD 151 Upgrade VOS-Based Contact Center Applications from a Remote File System 152 Finesse Upgrade Procedures 153 Reinstall Finesse to Support Aligned Partitions 153 Unified Intelligence Center Upgrade Procedures 153 Reinstall Unified Intelligence Center to Support Aligned Partitions 153 Unified Contact Center Enterprise Data Server and External AW-HDS-DDS Upgrade Procedures 154 Upgrade to SQL Server 2014 154 Upgrade the Unified CCE Data Server Database or External AW-HDS-DDS Database 155 Run Setup for the Unified CCE Data Server or External AW-HDS-DDS Server 156 Install the Language Pack 156 Cisco Unified Customer Voice Portal Upgrade Procedures 157 Upgrade the Unified CVP Server 157 Upgrade the Unified CVP Operations Console 158 Unified CVP Reporting Server Upgrade Procedures 159 Load Data to Reporting Server Database 159 Save and Deploy the Unified CVP Reporting Server 159 Obtain and Transfer the Upgrade License for Unified CVP 160 Cisco Enterprise Voice Gateway Upgrade Procedures 160 Upgrade the Cisco Voice Gateway IOS Version 160 Unified CCE Call Server Upgrade Procedures 161 Run Setup for the Unified CCE Call Server 161 Run Setup for Cisco CTI OS Server 161 Unified Communications Manager Upgrade Procedures 162 Upgrade Unified Communications Manager License 162 Upgrade JTAPI on the Call Server 162 CHAPTER 23 Cut over from Side B to Side A 165 Cut over from Side B to Side A Tasks 165 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) x Contents CHAPTER 24 Upgrade Side B 167 Upgrade Side B Tasks 167 CHAPTER 25 Sync Side A and Side B 173 Sync Side A to Side B Tasks 173 Validate Packaged CCE Deployment and Build System Inventory 174 CHAPTER 26 Postupgrade Tasks 177 Postupgrade Tasks 177 Finesse Desktop Layout Postupgrade Tasks 177 Upgrade Call Studio 178 Install Unified Call Studio 179 Initiate Metadata Synchronization for Unified CVP Rest API 179 Synchronize Metadata Files Using Sync-Up Tool 179 APPENDIX A Reference 181 Simple Network Management Protocol 181 Certificates for Live Data 182 Add Self-Signed Certificates for Live Data 182 Obtain and Upload CA Certificate for Live Data from a Third Party Vendor 183 Produce Certificate Internally 183 Set up Microsoft Certificate Server for Windows 2008 R2 183 Set up Microsoft Certificate Server for Windows Server 2012 R2 184 Download CA certificate 185 Deploy Root Certificate for Internet Explorer 185 Set Up Certificate for Internet Explorer Browser 186 Set Up Certificate for Firefox Browser 187 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) xi Contents Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) xii Preface • Change History, page xiii • About This Guide, page xiv • Audience, page xv • Related Documents, page xv • Obtaining Documentation and Submitting a Service Request, page xv • Field Alerts and Field Notices, page xvi • Documentation Feedback, page xvi • Conventions, page xvi Change History This table lists and links to changes made to this guide, and gives the dates those changes were made. Earliest changes appear in the bottom rows. Change See Date Added the Packaged CCE UCS B-Series Packaged CCE UCS B-Series Fabric April, 2017 Fabric Interconnects Validation Tool topic. Interconnects Validation Tool, on page 14 Added statement to use fully qualified Configure DNS Server, on page 37 June 2016 domain names (FQDNs) in host files. Live Data requires FQDNs to work properly. Added support for UCS C240 M4SX. Create a Virtual Machine from the OVA, on page 34 February 2016 External AW-HDS-DDS must be able to connect to the Packaged CCE Side A and Side B ESXi hosts. Install and Configure the External AW-HDS-DDS, on page 123 February 2016 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) xiii Preface About This Guide Change See Initial Release of Document for Release 11.0(1) Date August 2015 Software compatibility information has been http://docwiki.cisco.com/wiki/ moved to the Cisco Packaged CCE Software Compatibility_Matrix_for_ Compatibility Matrix. Packaged_CCE Hardware, virtualization, and networking information has been moved to the Virtualization for Cisco Packaged CCE. http://docwiki.cisco.com/wiki/ Virtualization_for_Cisco_Packaged_ CCE Packaged CCE initialization automatically Configuration, on page 61 performs many system configuration tasks. Configuration instructions for all components have changed as part of this feature. Packaged CCE supports a new common ground upgrade process designed for minimal Contact Center downtime. Common Ground Upgrade Process, on page 129 Packaged CCE supports IPv6 connections for agent and supervisor desktops and phones. Configure IPv6, on page 111 Updates for Windows 2012 and component Changes throughout guide software 11.0(1) releases. Packaged CCE supports VMware vNetwork Bandwidth Provisioning and Network Distributed Switch and Cisco Nexus 1000V. QoS Considerations, on page 23 Software Licenses, on page 5 The Golden Template feature and all related Changes throughout guide instructions have been removed in this release. About This Guide This guide explains how to install, configure, and upgrade Cisco Packaged Contact Center Enterprise (Packaged CCE). Packaged CCE is a solution deployment for delivering Cisco Unified Contact Center Enterprise in a virtualized environment. Packaged CCE requires strict adherence to capacity limits that are detailed in the Cisco Packaged Contact Center Enterprise Design Guide, available at http://www.cisco.com/en/US/products/ps12586/prod_ technical_reference_list.html. It is mandatory to follow all rules and requirements stated in the Design Guide. This document does not discuss the Packaged CCE Lab Only deployment. For information about that deployment, see the Packaged CCE DocWiki at http://docwiki.cisco.com/wiki/Packaged_CCE. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) xiv Preface Audience Audience This guide is prepared for partners and service providers who will be implementing Packaged CCE, who are familiar with Cisco contact center applications, and who are experienced regarding the deployment and management of virtual machines using VMware technology. Related Documents Subject Link Cisco Packaged Contact Center Enterprise http://www.cisco.com/c/en/us/support/ customer-collaboration/ packaged-contact-center-enterprise/ tsd-products-support-series-home.html Cisco Unified Contact Center Enterprise http://www.cisco.com/c/en/us/support/ customer-collaboration/ unified-contact-center-enterprise/ tsd-products-support-series-home.html Cisco Unified Communications Manager http://www.cisco.com/c/en/us/support/ unified-communications/ unified-communications-manager-callmanager/ tsd-products-support-series-home.html Cisco Unified Intelligence Center http://www.cisco.com/c/en/us/support/ customer-collaboration/unified-intelligence-center/ tsd-products-support-series-home.html Cisco Finesse http://www.cisco.com/c/en/us/support/ customer-collaboration/finesse/ tsd-products-support-series-home.html Customer Voice Portal http://www.cisco.com/c/en/us/support/ customer-collaboration/unified-customer-voice-portal/ tsd-products-support-series-home.html Obtaining Documentation and Submitting a Service Request For information on obtaining documentation, using the Cisco Bug Search Tool (BST), submitting a service request, and gathering additional information, see What's New in Cisco Product Documentation. To receive new and revised Cisco technical content directly to your desktop, you can subscribe to the What's New in Cisco Product Documentation RSS feed. RSS feeds are a free service. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) xv Preface Field Alerts and Field Notices Field Alerts and Field Notices Note that Cisco products may be modified or key processes may be determined important. These are announced through use of the Cisco Field Alert and Cisco Field Notice mechanisms. You can register to receive Field Alerts and Field Notices through the Product Alert Tool on Cisco.com. This tool enables you to create a profile to receive announcements by selecting all products of interest. Log into www.cisco.com; then access the tool at: http://www.cisco.com/cisco/support/notifications.html Documentation Feedback To provide comments about this document, send an email message to the following address: [email protected] We appreciate your comments. Conventions This document uses the following conventions: Convention Description boldface font Boldface font is used to indicate commands, such as user entries, keys, buttons, and folder and submenu names. For example: • Choose Edit > Find. • Click Finish. italic font Italic font is used to indicate the following: • To introduce a new term. Example: A skill group is a collection of agents who share similar skills. • A syntax value that the user must replace. Example: IF (condition, true-value, false-value) • A book title. Example: See the Cisco Unified Contact Center Enterprise Installation and Upgrade Guide. window font Window font, such as Courier, is used for the following: • Text as it appears in code or that the window displays. Example: <html><title>Cisco Systems, Inc. </title></html> Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) xvi Preface Conventions Convention Description < > Angle brackets are used to indicate the following: • For arguments where the context does not allow italic, such as ASCII output. • A character string that the user enters but that does not appear on the window such as a password. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) xvii Preface Conventions Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) xviii PART I Preparation • System Requirements, page 3 • Prepare Customer Site Servers, page 7 • Network Design Considerations, page 23 CHAPTER 1 System Requirements • Solution Components, page 4 • VMware Hosting and Hardware Support, page 5 • Software Compatibility, page 5 • Software Licenses, page 5 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 3 Solution Components Solution Components Cisco Packaged CCE contact center applications are: The Cisco Unified CCE Call Server functions as the call router and makes all routing decisions. The Unified CCE Call Server also acts as the Peripheral Gateway and as the CTI OS object server. The Cisco Unified CCE Data Server functions as the logger and stores contact center configuration data and reporting data. The Unified CCE Data Server also serves as the Administration and Realtime data server (or AW). The Cisco Unified Customer Voice Portal (CVP) Server provides prompting, queuing, and call control. The Unified CVP Server combines the Call Server, Media Server, and VXML server functionality. This guide refers to the server as the Unified CVP Server. The Cisco Unified Communications Manager Server functions as the call processing component. The Publisher stores the read-write database. Devices such as phones and gateways register to the Subscribers. The Cisco Unified CVP OAMP Server maintains the Unified CVP cluster. The Cisco Unified CVP Reporting Server collects information from Unified CVP components and makes that information available to Cisco Unified Intelligence Center. Cisco Unified Intelligence Center is a web-based reporting application that generates real-time and historical reports for Unified Contact Center Enterprise and Cisco Unified CVP. Unified Intelligence Center includes the Live Data VOS services. Live Data is a stream processing system that aggregates and processes the events in-stream and publishes the information. Unified Intelligence Center subscribes to the message stream to receive the events in real-time and continuously update the Live Data reports. Cisco Finesse is a browser-based agent and supervisor desktop. The VMs for these applications must be on the Side A and Side B servers as indicated below: SIDE A Required VMs SIDE B Required VMs Unified CCE Call Server Unified CCE Call Server Unified CCE Data Server Unified CCE Data Server Unified CVP Server 1A Unified CVP Server 1B Unified CVP Server 2A Unified CVP Server 2B Unified CVP OAMP Server — Unified Intelligence Center Publisher Unified Intelligence Center Subscriber Finesse Primary Finesse Secondary Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 4 VMware Hosting and Hardware Support Unified Communications Manager Publisher and Subscribers must be part of the deployment. They can be VMs on Side A and Side B, or they can be configured as external machines. The Unified CVP Reporting Server VM is optional. Note SIDE A Other VMs SIDE B Other VMs Unified Communications Manager Publisher Unified Communications Manager Subscriber 2 Unified Communications Manager Subscriber 1 Unified CVP Reporting Server (optional) You cannot have any additional VMs on the Packaged CCE VMware hosts, even if you are using an external Unified Communications Manager cluster. VMware Hosting and Hardware Support See the Virtualization for Cisco Packaged CCE at http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_ Packaged_CCE for the supported Cisco UCS C-Series and B-Series servers for Packaged CCE fresh installs and upgrades, and supported VMware vSphere ESXi versions. Software Compatibility See the Cisco Packaged CCE Software Compatibility Matrix at http://docwiki.cisco.com/wiki/Compatibility_ Matrix_for_Packaged_CCE for version compatibility information for following products: • Cisco Systems Contact Center required and optional components • Endpoints for agents and callers • Cisco gateway hardware and software • Third-party software Software Licenses Software License or PAK Quantity Included with Packaged CCE license SKU? Required? Details Unified CVP 4 PAKs Yes Yes 1 PAK for each of the four required Unified CVP Servers. Yes Yes 1 PAK to be applied to the Unified Intelligence Center Publisher on Side A. Unified 1 PAK Intelligence Center Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 5 Software Licenses Software License or PAK Quantity Included with Packaged CCE license SKU? Required? Details Unified Call Studio 2 PAKs Yes Yes 1 PAK for each Unified Call Studio workstation. Unified CVP Reporting Server 1 or 2 PAKs No No Maximum of 2 additional Unified CVP PAKs; 1 PAK for each optional Unified CVP Reporting Server. Microsoft Windows Server 2012 R2 9 - 13 No Yes 1 Virtual OS license for each of the required Unified CCE Call and Data Servers = 4 licenses. 1 Virtual OS license for each of the 4 required Unified CVP Servers = 4 licenses. 1 Virtual OS license for the Unified CVP OAMP Server = 1 license. 1 additional Windows Server Virtual OS licenses each of the optional Unified CVP Reporting Servers (one on-box and one external) = up to 2 licenses. 1 additional Windows Server Virtual OS license for each optional External AW-HDS-DDS = up to 2 licenses. For more information on Microsoft Windows Server Licensing options, please contact Microsoft or your authorized Microsoft reseller. 1 license for each Data Server = 2 licenses. Note Microsoft SQL Server 2014 2-4 licenses No VMware vSphere Standard or Enterprise ESXi 1 license per CPU No Yes 1 additional licenses for each optional External AW-HDS-DDS = up to 2 licenses. Yes For more information, see the Virtualization for Cisco Packaged CCE at http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_ Packaged_CCE. VMware vSphere Enterprise Plus is required for vNetwork Distributed Switch or Cisco Nexus 1000V support. VMware vCenter 1 license No No Required for customer deployments using VMware vNetwork Distributed Switch or the Cisco Nexus 1000V. VMware vCenter version must be equal or greater than the vSphere ESXi host versions managed. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 6 CHAPTER 2 Prepare Customer Site Servers • Prepare Customer Site Servers, page 7 • Prepare Cisco UCS C-Series Customer Site Servers, page 7 • Prepare Cisco UCS B-Series Customer Site Servers, page 10 • NTP and Time Synchronization, page 20 Prepare Customer Site Servers Perform all the procedures in this section on the Side A and the Side B servers. Prepare Cisco UCS C-Series Customer Site Servers Configure RAID for the C240 M3S TRC#1 Note If you are using the C240 M4SX server, manually configuring RAID is not necessary. For each array created using this procedure, use the following settings: • Stripe size: 128KB • Read Policy: Read Ahead Always • Write Policy: Write Back with BBU Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 7 Prepare Cisco UCS C-Series Customer Site Servers Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Power on the UCS server, making sure that Quiet Boot is disabled in BIOS. Press Ctrl-H during the initial startup sequence to enter the MegaRAID BIOS configuration utility. Click Start. Select Configuration Wizard on the left panel. Click New Configuration. Then click Next. At the prompt to clear the configuration, click Yes. Select Manual Configuration. Then click Next. On the next screen, in the left panel, add the first eight drives to create Drive Group0 as follows: a) Select drives 1 - 8. b) Click Add to Array. c) Click Accept DG. Step 8 Add the remaining eight drives to create Drive Group1 as follows: a) On the left panel, select drives 9 - 16. b) Click Add to Array. c) Click Accept DG. d) Click Next to accept the Drive Group. Step 9 Add Drive Group0 to a span as follows: a) Select Drive Group0. b) Click Add to Span. c) Click Next. Step 10 Configure RAID for Drive Group0 as follows: a) For RAID Level, select RAID 5. b) For Stripe Size, select 128KB. c) For Read Policy, select read ahead = always. d) For Write Policy, select write back with bbu. e) Click Update Size to finalize the RAID volume and to determine the size of the resulting volume. It resolves to 1.903TB f) Click Accept to accept the virtual drive definition, VD0. g) Click Next. h) Click Back to add the second RAID 5 array. Step 11 Click Back to add the second RAID 5 array as follows: a) Select Drive Group1. b) Click Add to Span. c) Click Next. Step 12 At the RAID Selection screen: a) For RAID Level, select RAID 5. b) For Stripe Size, select 128KB. c) For Read Policy, select read ahead = always. d) For Write Policy, select write back with bbu. e) Click Update Size. The size resolves to 1.903TB. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 8 Prepare Cisco UCS C-Series Customer Site Servers f) Click Accept to accept the virtual drive definition, VD1. Step 13 Step 14 Step 15 Step 16 Step 17 Step 18 Step 19 Click Yes at the BBU warning screen. Click Next at the Virtual Live Definition screen to indicate that you have finished defining virtual drives. Click Accept at the Configuration Preview screen to accept the RAID configuration. Click Yes to save the configuration. Click Yes to start drive configuration. Click Home to exit the Wizard when both drives report their status as Optimal. Click Exit. After RAID configuration is complete on the drives, the system may try to initialize (format) the new RAID array. In this event, the current initialization progress can be seen from the Web BIOS screen. Wait for the background initialization to complete before proceeding with any of the subsequent server configuration steps such as installing ESXi. You can check background initialization progress on either the Web BIOS Home screen or Virtual Drives screen. Install VMware vSphere ESXi Packaged CCE uses standard VMware vSphere ESXi installation procedures. See the VMware documentation at https://www.vmware.com/support/pubs/ for the vSphere ESXi version supported with the release of Packaged CCE you are installing. For Packaged CCE, ESXi must be installed on the first drive as the default boot drive for the server. Packaged CCE has no unique requirements. Add the Datastores to the Host Server After installing vSphere ESXi, add the remaining datastores. Refer to the vSphere Storage Guide for the vSphere ESXi version in your deployment, available at https://www.vmware.com/support/pubs/. Required datastores are dictated by the hardware platform used. Cisco UCS C-Series servers require a fixed and validated configuration. UCS B-Series may have a variable number of LUNs on the SAN provisioned to meet Packaged CCE IOPS requirements. See the Virtualization for Cisco Packaged CCE at http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_ Packaged_CCE for IOPs requirements. Add the Customer ESXi Host to the vCenter Refer to the vCenter Server and Host Management documentation at https://www.vmware.com/support/pubs/ Customers without vCenter can install on management desktops to administer the Packaged CCE servers. Run the RAID Config Validator Utility After you set up RAID configuration and add the datastores, run the RAID Config Validator utility to ensure that your datastore configuration is correct. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 9 Prepare Cisco UCS B-Series Customer Site Servers Before You Begin To run the utility, Java 7 (any update) must be installed. Java 8 and later releases are not supported. Procedure Step 1 Step 2 Step 3 Download the Packaged CCE RAID Config Validator utility from the Packaged CCE Download Software > Deployment Scripts page at http://software.cisco.com/download/type.html?mdfid=284360381&i=rm. Extract the zip file locally. Open the Windows command prompt and change to the directory where you downloaded the file. Enter this command to run the tool: java -jar PackagedCCEraidConfigValidator-<version>.jar <IP Address of the Side A ESXi host> <username> <password> For example: C:\Users\Administrator\Desktop>java -jar PackagedCCEraidConfigValidator-11.0.jar xx.xx.xxx.xxx userName password Messages appear on the monitor to show that the validation is starting. You then see an indication of a valid or invalid configuration. Step 4 If your configuration is valid, repeat step 2. Enter the IP address of the Side B server instead of the Side A server. What to Do Next If the utility reports an invalid configuration, you must recreate the RAID configuration. To do this, reset the RAID configuration, re-install ESXi, and then re-run the RAID Config Validator utility to re-validate the configuration. RAID configuration errors include: • Non-supported server found or used. • Incorrect number of datastores found. • Incorrect sizes set for the datastores. Prepare Cisco UCS B-Series Customer Site Servers Before you complete the configuration steps in this section, the customer site UCS B-Series must be installed, configured, and operational. For additional information and guidance on UCS B-Series installation and configuration, refer to the UCS B-Series documentation (http://www.cisco.com/c/en/us/products/servers-unified-computing/product-listing.html) or your Cisco Data Center Unified Computing Authorized Technology Provider. This section includes only specific configuration requirements for Packaged CCE deployments on the UCS B-Series platform. Customers may have varying design and configuration needs due to their data center requirements and infrastructure. However, all configurations must meet the Packaged CCE requirements for high availability. For example, the design must not create the potential for a single point of failure, which can adversely impact the operation of Cisco call processing applications. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 10 Prepare Cisco UCS B-Series Customer Site Servers Note All UCS hardware configuration examples in this section use the Cisco UCS Manager GUI. You can also use the UCS Manager CLI or API. Fabric Interconnect Requirements Ethernet Mode The Fabric Interconnects' Ethernet Mode must be set to End Host. Ethernet Uplinks Cisco UCS Fabric Interconnect Ethernet uplinks (Uplink Ports) for Packaged CCE are required to be 10G, with each Fabric Interconnect cross-connected to two common-L2 data center switches. The uplinks can be in a single-link, Port-Channel (EtherChannel), vPC or VSS (MEC) uplink topology. If any Port-Channel uplink are used, corresponding Port-Channel must be created in UCS Manager, where the ID of the Port-Channel matches that on the data center switch. If Port-Channel uplinks to data center switches are used, the UCS B Series Fabric Interconnects support only Link Aggregation Control Protocol (LACP). Ensure that the data center switch and Port-Channels are configured for, and support, LACP. This requirement also applies to vPC and VSS Port-Channels. FC Mode Both End Host and Switching modes are supported. End Host is the default for FC and FCoE NPIV with a supported FC Switch. Switching mode requires FC Zoning to be configured in the Fabric Interconnects. Refer to UCS Fabric Interconnect documentation for more information on these modes and use cases, and to specific SAN switch and SAN controllers vendor documentation as necessary. UCS Fabric Interconnect documentation is available at http://www.cisco.com/c/en/us/products/servers-unified-computing/ ucs-6200-series-fabric-interconnects/index.html. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 11 Prepare Cisco UCS B-Series Customer Site Servers FC Storage Port and FCoE Uplinks Packaged CCE supports all FC and FCoE connected SAN topologies as supported by the UCS Fabric Interconnects, provided that all storage redundancy, latency, IO and bandwidth requirements are met. Note If direct-attach SAN is used, qualified direct-attach FC and FCoE storage vendors are currently limited to EMC, Hitachi Data Systems, and NetApp. Please refer to the latest Cisco UCS hardware compatibility list for the most current qualified vendors and models, at http://www.cisco.com/en/US/products/ps10477/ prod_technical_reference_list.html. QoS System Class and QoS Policy Unified CM and CCE applications set L3 QoS DSCP (AF/CS), which is not handled by the Fabric Interconnects; Fabric Interconnects are not L3 aware. Packaged CCE does not require specific QoS System Class or QoS Policy settings for VMware vSwitches. Cisco UCS B-Series Blade Requirements Cisco UCS Manager uses Pools, Policies and Templates which are collected in a Service Profiles Template and applied to a blade as a Service Profile. Packaged CCE does not have any specific requirements for the blade Service Profile or Service Profile Templates, other than the vNIC and vHBA requirements to conforming to network VLAN and FC/FCoE VSAN requirements (see vNIC Requirements, on page 12 and vHBA Requirements, on page 13). For consistent and verifiable configuration and conformance of server configurations, use vNIC, vHBA and Service Profile Templates. For more detail on UCS blade configuration and service profiles and templates, refer to the appropriate Cisco UCS Manager documentation. vNIC Requirements Packaged CCE requires that you configure a minimum of two vNIC Ethernet interfaces on the UCS B-series blade. You must assign each of these two interfaces to alternate Fabric Interconnects for redundancy. Do not enable Fabric Failover for any Packaged CCE host vNIC interfaces. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 12 Prepare Cisco UCS B-Series Customer Site Servers The VMware VMKernel and Management interface is allowed to share the same vNICs with Packaged CCE. This table is an example of collapsed vNIC interfaces for all VLANs: vNIC VLANS Fabric eth0 PCCE Visible (Active) A PCCE Private (Standby) VMware Kernel & Management (Active) Default VLAN (Active) Other Management (Active) eth1 PCCE Visible (Standby) Notes Active and Standby are denoted to show the reference design for traffic flow through these vNICs as aligned to Fabric Interconnects as controlled in the VMware layer. See the UCS B Series Networking section for more details. B PCCE Private (Active) VMware Kernel & Management (Standby) Default VLAN (Standby) Other Management (Standby) Note Networks other than the Packaged CCE Visible and Private networks are not required to be set to Active/Standby, as shown in the table. They can be set to Active/Active (no override), or assigned as needed to distribute load evenly across the infrastructure. vHBA Requirements You must configure a minimum of two vHBA FC interfaces on the UCS B-series blade. You must assign each of these two interfaces to alternate Fabric Interconnects for redundancy. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 13 Prepare Cisco UCS B-Series Customer Site Servers These FC vHBAs can be used for either FC or FCoE connected SAN. Cisco UCS best practice is to use a different VSAN for each Fabric Interconnect (A/B) path to the SAN, but common VSAN is also supported. Common (as depicted) or separate vHBA interfaces may be used for Packaged CCE datastores and ESXi Boot from SAN storage path. Packaged CCE UCS B-Series Fabric Interconnects Validation Tool Packaged CCE UCS B-Series Fabric Interconnects Validation Tool This tool performs checks on currently deployed UCS B-Series Fabric Interconnect clusters to determine compliance with Packaged CCE requirements. If Packaged CCE will be deployed on two separate UCS B Series Fabric Interconnect clusters, run the tool for each cluster. Note To run this tool, Java 7 (any update) must be installed. In addition to running this tool, see Virtualization for Cisco Packaged CCE at http://docwiki.cisco.com/wiki/ Virtualization_for_Cisco_Packaged_CCE and the Cisco Packaged Contact Center Enterprise Design Guide at http://www.cisco.com/c/en/us/support/customer-collaboration/packaged-contact-center-enterprise/ products-technical-reference-list.html to ensure full compliance. To begin, download this file: UCSValidatorTool-<version>.zip Where <version> indicates the version of the tool you intend to install. Once downloaded, follow these instructions to run the tool: Procedure Step 1 Step 2 Step 3 Unzip the UCSValidatorTool zip file to create a UCSValidatorTool directory. Change to the UCSValidatorTool directory. Run "java -jar UCSValidatorTool.jar". The tool requests the following information: • Company name (Required to generate the PDF filename using Company Name) • IP Address of UCS Manager • HTTPS (yes/no) • Port (defaults to 80 for HTTP/443 for HTTPS) Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 14 Prepare Cisco UCS B-Series Customer Site Servers • Username: Read-only credentials to UCS Manager • Password The following shows an example of the prompts. Welcome to the Unified Computing System Verification Utility (version 10.5.1.0). This tool will validate the UCS Fabric Interconnects for Packaged CCE requirements. Enter company name: Cisco Systems Inc. Enter UCS Manager cluster IP address: <ip-address-of-UCS-manager> Use HTTPS? Yes/No: > (n[o]=80; y[es]=443)y Port: [443]<port-number> Enter UCS Manager access information with read privilege: Username: <your-username> Password: **** Processing ........ After the validation process is complete, a summary of the pass/fail test results is displayed on the console, and output as both a log file (results/ucsValidation.log) and as a PDF file (Company-Name-date.pdf). Requirement Validation Rules The following table provides a detailed explanation of the UCS B-Series requirements validated by this tool. Table 1: Requirement Validation Rules Category Type Requirements Fabric Interconnect Count Two matching Fabric Interconnects (HA) Ethernet Mode Mode must be End Host UCS Manager Version 2.2(1) or later. A higher version than this may be required depending on the version of ESXi that you installed. Use the UCS Hardware and Software Compatibility tool to help you select the appropriate version. The tool can be found here: https://ucshcltool.cloudapps.cisco.com/public/ Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 15 Prepare Cisco UCS B-Series Customer Site Servers Category Type Requirements Ethernet Uplinks Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 16 Prepare Cisco UCS B-Series Customer Site Servers Category Type Requirements The Fabric Interconnect rule: Checks all Ethernet uplinks for one set that passes the following requirement validation rules. • Uplink Ethernet interface speed must be 10, 20, or 40 Gbps • For Uplink Eth Interfaces: ◦Two or more (even, by two's) per Fabric Interconnect with common VLAN(s) (for grouping of ports across Fabric Interconnects differentiate grouping if disjoint-L2) ◦Four or more (even, by four's) per Fabric Interconnect pair grouped by common VLAN(s) • For Port Channels: ◦One or more Port Channels per Fabric Interconnect ◦Two or more Port Channels (even by two's) per Fabric Interconnect pair matched by common VLAN(s) ◦Two or more member Ethernet ports (even, by two's) per Port Channel ◦VLAN matched Port Channel pairs must have 4 or more (even, by four's) member Ethernet interfaces in total Caveats: • Even though Packaged CCE does not support splitting the Public and Private VLANs over disjoint-L2 uplinks, this tool examines each disjoint-L2 uplink set and provides pass/fail results. If any one set of uplinks is found to meet the requirements, the rule will pass even if others fail. In this case (as the tool is pre-deployment), if an uplink set that failed the rule is intended for Packaged CCE VLANs, it must be corrected to meet requirements for support. • The tool does not connect to or inspect the upstream data center switches to confirm the following requirements: ◦Fabric Interconnect pair cross-connected to upstream data center switch pair ◦Data center switch pair Ethernet interface ports Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 17 Prepare Cisco UCS B-Series Customer Site Servers Category Type Requirements properly configured for standard, EtherChannel, vPC, or VSS uplink designs ◦Data center switch pair Ethernet interface ports properly configured for Virtual Switch VLAN Tagging (802.1q) IO Model (Fabric Extender) Count The IO Model (Fabric Extender) rule: • Checks for two matching IO Modules on each blade chassis (minimum one required), Caveats: • This rule does not validate whether or not the two IO Modules are correctly connected to different Fabrics Interconnects (one to A and the other to B). However, the tool and output PDF does include the connection information for each IO Module (as shown in the following example). Rule: IO Module count and models should match design. Result: Pass Details: --- Supported Chassis Configuration --Chassis 1 PID N20-C6508 Serial FOX1721GCRG IO Module 1 PID UCS-IOM-2208XP Fabric ID A IO Module 2 PID UCS-IOM-2208XP Fabric ID B • This rule does not validate that each IO Module has a minimum of two ports connected to its paired Fabric Interconnect as required. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 18 Prepare Cisco UCS B-Series Customer Site Servers Category Type Requirements SAN Hardware and Transport Type and Data Rate The SAN Hardware and Transport rule: Checks all FC uplink types for one set of FC uplinks that pass the following requirement validation rules. • FC port speed must be 2, 4, or 8 Gbps • FCoE port speed must be 10, 20, or 40 Gbps • For FC ports: ◦One or more per Fabric Interconnect • For FCoE ports: ◦Two or more (even, by two's) per Fabric Interconnect • Number of FC and/or FCoE port channels must match on Fabric Interconnect pair (must be symmetrical) ◦Two or more FC member ports per Fabric Interconnect ◦Two or more FCoE member ports (even, by two's) per Fabric Interconnect Caveats: • This rule does not match FC or FCoE port counts between Fabric Interconnects (though this may be required for a given SAN design). • It does not validate any specific Cisco UCS and SAN switch and SAN controller supported designs. • It does not inspect FC or FCoE VSAN memberships for uplink grouping. • It does not inspect the FC Mode to validate uplinks for internal versus external NPV/NPIV designs. The following table provides a detailed explanation of the UCS B-Series requirements not validated by this tool. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 19 NTP and Time Synchronization Table 2: Requirements Not Validated by the Tool Category Requirement UCS Blade Server UCS blade specification must match one of the following: • B200 M3 TRC#1: http://docwiki.cisco.com/wiki/UC_Virtualization_Supported_ Hardware#B200_M3_TRC.231 • B200 M4 TRC#1: http://docwiki.cisco.com/wiki/UC_Virtualization_Supported_ Hardware#B200_M4_TRC.231 Note: B200 M4 TRC#1 is supported for Release 11.0(1) and later only. Storage and Ethernet interface requirements: • Two vHBAs, alternately pinned to Fabric A and B • Two vNICs, alternately pinned to Fabric A and B • No Fabric Failover enabled on vNICs UCS SAN HCL The following SAN components (as applicable) must be on the UCS HCL for the version of UCS Manager firmware used: • FC SAN switch • SAN controller SAN LUN SAN LUNs must: • Meet the IOPS requirements • Meet the storage latency requirement VMware vSphere ESXi The tool does not connect to or check any vSphere ESXi specific requirements. For more UCS HCL resources, see: • http://www.vmware.com/resources/compatibility/search.php • http://www.cisco.com/c/en/us/support/servers-unified-computing/unified-computing-system/ products-technical-reference-list.html NTP and Time Synchronization Packaged CCE requires that all parts of the solution have the same time. While time drift occurs naturally, it is critical to configure NTP to keep solution components synchronized. To prevent time drifts on Live Data reports, the NTP settings on the Data Server VMs, the Call Server VMs, and on the Cisco Unified Intelligence Center Publisher and Subscriber VMs must be synchronized. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 20 NTP and Time Synchronization For Cisco UCS B-series servers, you also must set the time zone and NTP Time Server using the UCS Manager. See Set Time Zone and NTP Time Server for Cisco UCS B-Series Servers, on page 22 for more information. Windows Active Directory Domain The Windows Active Directory PDC emulator master for the forest in which the Packaged CCE domain resides (whether same, parent, or peer) must be properly configured to use an external time source. This external time source should be a trusted and reliable NTP provider, and if already configured for the customer's forest, must be used (and useable) as same source for all other applications as detailed in this section for the Packaged CCE solution. See the following references for properly configuring Windows Active Directory Domain for NTP external time source: • How to configure an authoritative time server in Windows Server. Note Do not use the "Fix it for me" function in this article. • AD DS: The PDC emulator master in this forest should be configured to correctly synchronize time from a valid time source. Microsoft Windows Server Domains do not automatically recover or fail over the authoritative internal time source for the domain when the PDC emulator master server is lost, due to hardware failure or otherwise. This article, Time Service Configuration on the DCwith PDC Emulator FSMO Role, helps describe how you must additionally configure the new target server to be the authoritative internal time source for the domain. It also covers manual intervention to recover and seize or reassign the PDC FSMO role to another domain controller. Windows Components in the Domain Windows hosts in the domain are automatically configured to synch their time with a PDC emulator, whether by the PDC emulator master with authoritative internal time source or chained from same in the domain forest hierarchy. Windows Components Not in the Domain Use the following steps to set NTP time source for a Windows Server that is not joined to a domain: 1 In the Command Prompt window, type the following line and press ENTER: w32tm /config /manualpeerlist:PEERS /syncfromflags:MANUAL Note Replace peers with a comma-separated list of NTP servers. 2 Restart the w32time service: net stop w32time && net start w32time. 3 Synch w32time service with peers: w32tm /resync. 4 Use the following Service Control command to ensure proper start of the w32time service on any reboot of the server: sc triggerinfo w32time start/networkon stop/networkoff. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 21 NTP and Time Synchronization Cisco Integrated Service Routers Cisco IOS Voice Gateways must be configured to use the same NTP source for the solution in order to provide accurate time for logging and debugging. See Basic System Management Configuration Guide, Cisco IOS Release 15M&T: Setting Time and Calendar Services. VOS Components Components such as Unified Intelligence Center, Finesse, Social Miner, and Unified Communications Manager must point to the same NTP servers as the domain authoritative internal time source. CLI commands for NTP Servers While NTP servers are typically specified at install time, here a few commands you can use from the platform cli of the above listed components, to list, add and remove ntp servers. From the platform CLI: • To list existing ntp servers: utils ntp servers list • To add an additional ntp server: utils ntp server add <host or ip address to add> • To delete an existing ntp server: utils Press Enter. ntp server delete (row number of the item to delete). ESXi Hosts All Packaged CCE ESXi hosts (including those for optional components), must point to the same NTP server(s) used by the Windows domain PDC emulator master as the their external time source. Set Time Zone and NTP Time Server for Cisco UCS B-Series Servers Set the time zone and NTP Time server for UCS B-series server in the UCS Manager. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 From the Admin tab in UCS Manager, select Stats Mangement > Time Zone Management. Select the Time Zone from the down-down menu. Click Add NTP Time Server. Enter the IP address of the NTP Time Server, and click OK. Click Save. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 22 CHAPTER 3 Network Design Considerations • Network Design Considerations, page 23 • Bandwidth Provisioning and Network QoS Considerations, page 23 Network Design Considerations See the Virtualization for Cisco Packaged CCE at http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_ Packaged_CCE for network design requirements and considerations for Cisco UCS C-Series and B-Series servers. Bandwidth Provisioning and Network QoS Considerations Your Wide Area Network must support QoS. For details, refer to the Bandwidth Provisioning and QoS considerations section in the Cisco Unified Contact Center Enterprise Design Guide. at http://www.cisco.com/ en/US/partner/products/sw/custcosw/ps1844/products_implementation_design_guides_list.html. For bandwidth provisioning information for video calls, refer to the "Cisco Collaboration Solutions Design and Deployment Sizing Considerations" chapter of the Cisco Collaboration System Solution Reference Network Designs, at http://www.cisco.com/c/en/us/support/unified-communications/ unified-communications-manager-callmanager/tsd-products-support-series-home.html. For bandwidth provisioning information for Cisco MediaSense video playback, refer to the "Scalability and Sizing" chapter of the Cisco MediaSense Design Guide, at http://www.cisco.com/c/en/us/support/ customer-collaboration/mediasense/tsd-products-support-series-home.html. For Nexus 1000V QoS provisioning information and example configuration, see the Virtualization for Cisco Packaged CCE at http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_Packaged_CCE. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 23 Bandwidth Provisioning and Network QoS Considerations Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 24 PART II Installation • Create Virtual Machines for Components, page 27 • Tasks Common to Virtual Machines, page 33 • Software Installations for Components, page 41 CHAPTER 4 Create Virtual Machines for Components • About Creatings VMs, page 27 • Create VM for Cisco Unified Contact Center Enterprise Call Server, page 27 • Create VM for Unified Contact Center Enterprise Data Server, page 28 • Create VMs for the Cisco Unified Customer Voice Portal Servers, page 29 • Create VM for Cisco Unified CVP Reporting Server, page 29 • Create VM for Cisco Unified Communications Manager Publisher, page 30 • Create VM for Cisco Unified Communications Manager Subscriber, page 30 • Create VM for Cisco Finesse Primary, page 31 • Create VM for Cisco Finesse Secondary, page 31 • Create VM for Cisco Unified Intelligence Center Publisher, page 32 • Create VM for Cisco Unified Intelligence Center Subscriber, page 32 About Creatings VMs This chapter explains the sequence of tasks for creating virtual machines on each host server. The sequence is: 1 Download the OVA files. See Open Virtualization Files, on page 33. 2 Create VMs (this chapter). 3 After you create all the VMs, perform initial configuration. See Configuration, on page 61. Create VM for Cisco Unified Contact Center Enterprise Call Server Follow this sequence of tasks to create a virtual machine for the Unified CCE Call Server on Side A and Side B. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 27 Create VM for Unified Contact Center Enterprise Data Server Sequence Task 1 Using CCE-PAC-MI-CCE.ova, Create a Virtual Machine from the OVA, on page 34. Select CCE Call Server from the drop-down list. 2 Install Microsoft Windows Server, on page 41 3 Install VMware Tools, on page 43 4 Configure Network Adapters for Unified CCE Call Server and Unified CCE Data Server, on page 44 5 Install Antivirus Software, on page 38 6 Set Persistent Static Routes, on page 45 7 Run Windows Updates, on page 45 8 Install Cisco Unified Contact Center Enterprise, on page 49 Create VM for Unified Contact Center Enterprise Data Server Follow this sequence of tasks to create a virtual machine for the Unified CCE Data Server on Side A and Side B. Sequence Task 1 Using CCE-PAC-MI-CCE.ova, Create a Virtual Machine from the OVA, on page 34. Select CCE Database Server from the drop-down list. 2 Install Microsoft Windows Server, on page 41 3 Install VMware Tools, on page 43 4 Configure Network Adapters for Unified CCE Call Server and Unified CCE Data Server, on page 44 5 Install Antivirus Software, on page 38 6 Configure a Database Drive, on page 37 7 Set Persistent Static Routes, on page 45 8 Run Windows Updates, on page 45 9 Install Microsoft SQL Server, on page 46 10 Install Cisco Unified Contact Center Enterprise, on page 49 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 28 Create VMs for the Cisco Unified Customer Voice Portal Servers Create VMs for the Cisco Unified Customer Voice Portal Servers Follow this sequence of tasks to create the virtual machines for the Unified CVP Servers and for the Unified CVP OAMP Server. Each Unified CVP Server combines the Unified CVP Call Server, Media Server, and VXML Server functionality. • The Unified CVP Servers are deployed as four virtual machines—two on Side A and two on Side B. • The Unified CVP OAMP Server is deployed as one virtual machine on Side A. This process is similar for the Unified CVP Servers and the Unified CVP OAMP Servers—the differences are selections you make from the OVA drop-down list and in the Select Packages options during the installation. Sequence Task 1 Using CCE-PAC-M1-CVP.ova, Create a Virtual Machine from the OVA, on page 34. From the drop-down list: • Select Cisco Unified CVP Call Server-VXML Server from the drop-down list when you create the Unified CVP Server VM. • Select Cisco Unified CVP Operations Console from the drop-down list when you create the Unified CVP OAMP Server VM. 2 Install Microsoft Windows Server, on page 41 NTP configuration is required if this machine is not in the same domain as the Unified CCE Call Servers and Data Servers. See NTP and Time Synchronization, on page 20. 3 Install VMware Tools, on page 43 4 Configure Network Adapters for Cisco Unified CVP, on page 50 5 Install Antivirus Software, on page 38 6 Run Windows Updates, on page 45 7 Install Cisco Unified CVP Server, on page 50 Create VM for Cisco Unified CVP Reporting Server Follow this sequence of tasks to create a virtual machine for the Unified CVP Reporting Server. The Unified CVP Reporting Server is an optional component and is installed on Side B only. Sequence Task 1 Using CCE-PAC-M1-CVP.ova, Create a Virtual Machine from the OVA, on page 34. Select Cisco Unified CVP Reporting Server from the drop-down list. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 29 Create VM for Cisco Unified Communications Manager Publisher Sequence Task 2 Install Microsoft Windows Server, on page 41 NTP configuration is required if this machine is not in the same domain as the Unified CCE Call Servers and Data Servers. See NTP and Time Synchronization, on page 20. 3 Install VMware Tools, on page 43 4 Configure Network Adapters for Cisco Unified CVP, on page 50 5 Install Antivirus Software, on page 38 6 Configure a Database Drive, on page 37 7 Run Windows Updates, on page 45 8 Install Cisco Unified CVP Reporting Server, on page 51 Create VM for Cisco Unified Communications Manager Publisher Follow this sequence of tasks to create the virtual machine for the Unified Communications Manager Publisher. Sequence Task 1 Using CCE-PAC-M1-CUCM.ova. Create a Virtual Machine from the OVA, on page 34. Select 7500 user node from the drop-down list. 2 Configure DNS Server, on page 37 3 Install the Unified Communications Manager Publisher. See Install Publishers/Primary Nodes of VOS-Based Contact Center Applications, on page 52. 4 Install VMware Tools, on page 43 5 Configure the Cluster for Cisco Unified Communications Manager, on page 55 6 Create a Unified Communications Manager AXL User Account, on page 55 7 Generate and install the Unified Communications Manager License, on page 58. 8 Activate Services, on page 59 Create VM for Cisco Unified Communications Manager Subscriber Follow this sequence of tasks to create the virtual machine for the Unified Intelligence Center Subscriber. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 30 Create VM for Cisco Finesse Primary Sequence Task 1 Using CCE-PAC-M1-CUCM.ova, Create a Virtual Machine from the OVA, on page 34. Select 7500 user node from the drop-down list. 2 Configure DNS Server, on page 37 3 Install the Unified Communications Manager Subscriber. See Install Subscribers/Secondary Nodes of VOS-Based Contact Center Applications , on page 57. 4 Install VMware Tools, on page 43 5 Generate and install the Unified Communications Manager License, on page 58. 6 Activate Services, on page 59 Create VM for Cisco Finesse Primary Follow this sequence of steps to create a virtual machine for the Cisco Finesse Primary node on Side A. Sequence Task 1 Using the CCE-PAC-M1-Finesse.ova, Create a Virtual Machine from the OVA, on page 34. Select 2000 HTTP or 1500 HTTPS Agent from the drop-down list. 2 Configure DNS Server, on page 37 3 Install the Cisco Finesse Primary node. See Install Publishers/Primary Nodes of VOS-Based Contact Center Applications, on page 52. 4 Install VMware Tools, on page 43 5 Configure the Cluster for Cisco Finesse, on page 56 Create VM for Cisco Finesse Secondary Follow this sequence of tasks to create the virtual machine for the Cisco Finesse Secondary node on Side B. Sequence Task 1 Using CCE-PAC-M1-Finesse.ova, Create a Virtual Machine from the OVA, on page 34. Select 2000 HTTP or 1500 HTTPS Agent from the drop-down list. 2 Configure DNS Server, on page 37 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 31 Create VM for Cisco Unified Intelligence Center Publisher Sequence Task 3 Install the Cisco Finesse Secondary node. See Install Subscribers/Secondary Nodes of VOS-Based Contact Center Applications , on page 57. 4 Install VMware Tools, on page 43 Create VM for Cisco Unified Intelligence Center Publisher Follow this sequence of tasks to create the virtual machine for the Unified Intelligence Center Publisher. Sequence Task 1 Using CCE-PAC-M1-CUIC.ova, Create a Virtual Machine from the OVA, on page 34. 2 Configure DNS Server, on page 37 3 Install the Cisco Unified Intelligence Center Publisher. See Install Publishers/Primary Nodes of VOS-Based Contact Center Applications, on page 52. 4 Install VMware Tools, on page 43 5 Acquire and upload the license. See Cisco Unified Intelligence Center License, on page 53. 6 Configure the Cluster for Cisco Unified Intelligence Center, on page 56 Create VM for Cisco Unified Intelligence Center Subscriber Follow this sequence of tasks to create the virtual machine for the Unified Intelligence Center Subscriber. Sequence Task 1 Using CCE-PAC-M1-CUIC.ova, Create a Virtual Machine from the OVA, on page 34. 2 Configure DNS Server, on page 37 3 Install the Cisco Unified Intelligence Center Subscriber. See Install Subscribers/Secondary Nodes of VOS-Based Contact Center Applications , on page 57. 4 Install VMware Tools, on page 43 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 32 CHAPTER 5 Tasks Common to Virtual Machines • Open Virtualization Files, page 33 • Mount and Unmount ISO Files, page 33 • Create a Virtual Machine from the OVA, page 34 • Configure DNS Server, page 37 • Configure a Database Drive, page 37 • Install Antivirus Software, page 38 • Update the Java Runtime Environment (Optional), page 39 Open Virtualization Files Open Virtualization Format files define the basic structure of the VMs that are created—including the CPU, RAM, disk space, reservation for CPU, and reservation for memory. OVA files for Packaged CCE are contained in the CCE-PAC-M1-OVA zip file at Cisco.com. 1 Go to http://cisco.com/en/US/products/ps12586/tsd_products_support_series_home.html. Click Download Software. Then select Packaged Contact Center Enterprise Virtual Machine Templates. 2 Download and extract the file and save the OVAs to your local drive. Mount and Unmount ISO Files Upload ISO image to data store: 1 Select the host in the vSphere client and click Configuration. Then click Storage in the left panel. 2 Select the datastore that will hold the ISO file. 3 Right click and select Browse datastore. 4 Click the Upload icon and select Upload file. 5 Browse to the location on your local drive where you saved the ISO file, and upload the ISO to the datastore. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 33 Create a Virtual Machine from the OVA Mount the ISO image: 1 Right-click the VM in the vSphere client and select Edit virtual machine settings. 2 Click Hardware and select CD|DVD Drive 1. 3 Check Connect at power on (Device status panel upper right). 4 Click the Datastore ISO File radio button and then click Browse. 5 Navigate to the data store where you uploaded the file. 6 Select the ISO. Unmount the ISO image: 1 Right-click the VM in the vSphere client and select Edit virtual machine settings. 2 Click Hardware and select CD|DVD Drive 1. 3 Uncheck Connect at power on (Device status panel, upper right). Create a Virtual Machine from the OVA Before You Begin Read the OVA's readme file before you create a virtual machine using the OVA. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Select the Host in the vSphere client. Choose File > Deploy OVF Template. Browse to the location on your local drive where you stored the OVA. Click Open to select the file. Click Next. Click Next at the OVF Template Details page. Enter the virtual machine name. It cannot contain spaces or special characters. Enter a maximum of 32 characters. Click Next. On the Deployment Configuration page, use the drop-down to select the appropriate configuration. Then click Next. Choose a datastore on which to deploy the new virtual machine. Then click Next. For each datastore, the following tables describe the RAID group, the ESXi Host, and the virtual machines for the C240 M3S and C240 M4SX servers. RAID configuration for the C240 M3S RAID Group VM Datastore ESXi Host Virtual Machines VD0 datastore1 A ESXi operating system Unified CCE Data Server, Side A Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 34 Create a Virtual Machine from the OVA RAID Group VM Datastore ESXi Host Virtual Machines VD1 datastore2 A Unified CCE Call Server, Side A Unified CVP Server 1A Unified CVP Server 2A Unified Intelligence Center Server Publisher Unified CVP OAMP Server Unified Communications Manager Publisher Unified Communications Manager Subscriber 1 Cisco Finesse Primary VD0 datastore1 B ESXi operating system Unified CCE Data Server, Side B VD1 datastore2 B Unified CCE Call Server, Side B Unified CVP Server 1B Unified CVP Server 2B Unified Intelligence Center Server Subscriber Unified Communications Manager Subscriber 2 Unified CVP Reporting Server (optional) Cisco Finesse Secondary RAID configuration for the C240 M4SX Note Packaged CCE Release 10.5(3) is required to support UCS C240 M4SX TRC#1. Note Packaged CCE 11.0(2) and ES update # ICM11.0(2) ES2 are required to support UCS C240 M4SX TRC#1. RAID Group VM Datastore ESXi Host Virtual Machines VD0 datastore 1 A ESXi operating system Unified CCE Call Server, Side A Cisco Finesse Primary Unified Communications Manager Subscriber 1 VD1 datastore 2 A Unified CCE Data Server, Side A Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 35 Create a Virtual Machine from the OVA RAID Group VM Datastore ESXi Host Virtual Machines VD2 datastore 3 A Unified CVP OAMP Server Unified Communications Manager Publisher Unified CVP Server 1A VD3 datastore 4 A Unified Intelligence Center Server Publisher Unified CVP Server 2A VD0 datastore 1 B ESXi operating system Unified CCE Call Server, Side B Cisco Finesse Secondary Unified Communications Manager Subscriber 2 VD1 datastore 2 B Unified CCE Data Server, Side B VD2 datastore 3 B Unified Customer Voice Portal Reporting Server (optional) Unified CVP Server 1B VD3 datastore 4 B Unified Intelligence Center Server Subscriber Unified CVP Server 2B Step 8 Step 9 On the Disk Format page, keep the default virtual disk format: Thick provisioned Lazy Zeroed format. Click Next. Confirm that the Network Mapping page is correct for the CCE Call Server and Data Server: a) For the Call Server and the Data Servers: • Map Public to UCCE Public Network • Map Private to UCCE Private Network b) For all other servers, map Public to UCCE Public Network. Step 10 At the Successfully Completed message, click Close. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 36 Configure DNS Server Configure DNS Server Note This is an optional configuration step. The steps in this procedure are for a Windows DNS server. Note If the deployment uses host files in addition to DNS, use FQDNs in the host file. Live Data requires FQDNs in order to work properly. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Log in to the DNS server. In Windows, navigate to Administrative Tools > DNS. This opens the DNS Manager. In the Forward lookup zone, navigate to your deployment's domain name. Right-click the domain name and select New Host (A or AAAA). In the New Host dialog box, enter the computer name and IP address of the VOS components. Click Add Host. Step 6 Step 7 Step 8 In the Reverse lookup zone, navigate to your deployment's domain name. Select new ptr record. Add the host IP address, the FQDN, and the host name for the VOS components. Configure a Database Drive Procedure Step 1 Step 2 Step 3 In Windows, navigate to Disk Management. Right-click on the Disk 1 box and select Online. Initialize Disk 1 as follows: a) Right-click on the Disk 1 box and select Initialize Disk. b) Check the Disk 1 checkbox. c) Select the MBR (Master Boot Record) radio button. d) Click Close. Step 4 Create a new disk partition as follows: a) Right-click the graphic display of Disk 1 and select New Simple Volume. b) Click Next on the first page of the New Simple Volume Wizard. c) On the Specify Volume Size page, retain the default volume size. Click Next. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 37 Install Antivirus Software d) On the Assign Drive Letter or Path page, assign drive letter (E). Click Next. e) On the Format Partition page, format the partition as follows: 1 Select the Format this volume with the following settings radio button. 2 Select NTFS from the File system drop-down menu. 3 Select Default from the Allocation unit size drop-down menu. 4 Enter a value in the Volume label field. 5 Check the Perform a quick format checkbox. 6 Click Next. f) Click Finish. The format is complete when the status changes to Healthy. Install Antivirus Software Install one of the supported antivirus software products. See the Cisco Packaged CCE Software Compatibility Matrix at http://docwiki.cisco.com/wiki/Compatibility_ Matrix_for_Packaged_CCE for the list of supported products. Important Tip Disable automatic updates. Update antivirus software manually. To allow required access to installation program files or folders, perform file-blocking exclusions in the antivirus product file-and-folder protection rules. To do this in McAfee VirusScan: 1 Launch the VirusScan console. 2 Right-click Access Protection and select Properties. 3 In the Anti-virus Standard Protection category, make sure that the rule Prevent IRC communication is unchecked in the Block column. For more information about changing settings, see the documentation for your antivirus software. Important The firewall component of Symantec Endpoint Protection 12.1, the Network Threat Protection feature, must be disabled. If the feature remains enabled, which is the default, both sides of a duplexed router come up in simplex mode, thus blocking communication between each side of a router. This blocking impacts all deployment types. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 38 Update the Java Runtime Environment (Optional) Update the Java Runtime Environment (Optional) The Unified CCE Installer installs the Java Runtime Environment (JRE) to a default location (for example, C:\Program Files\Java\jre<version>) and creates a JAVA_HOME environment variable set to that location. In most circumstances, you do not need to modify or configure the JRE. For more information on the JRE version installed, see the Cisco Packaged CCE Software Compatibility Matrix at http://docwiki.cisco.com/wiki/Compatibility_Matrix_for_Packaged_CCE. If you have requirements for a different version of the JRE, you can update the JRE to a later version. To update the JRE to a later version: 1 Review the Cisco Packaged CCE Software Compatibility Matrix to confirm that Packaged CCE supports the JRE version you want to install. 2 Follow the Oracle JRE installer procedure to install the JRE to the VM on which your Unified CCE components are installed. 3 Set the JAVA_HOME environment variable to the location of the new JRE. 4 Restart the virtual machine. When you have completed the update to the new JRE version, uninstall the old JRE. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 39 Update the Java Runtime Environment (Optional) Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 40 CHAPTER 6 Software Installations for Components • Install Microsoft Windows Server, page 41 • Install VMware Tools, page 43 • Configure Network Adapters for Unified CCE Call Server and Unified CCE Data Server, page 44 • Set Persistent Static Routes, page 45 • Run Windows Updates, page 45 • Install Microsoft SQL Server, page 46 • Install Cisco Unified Contact Center Enterprise, page 49 • Configure Network Adapters for Cisco Unified CVP, page 50 • Install Cisco Unified CVP Server, page 50 • Install Cisco Unified CVP Reporting Server, page 51 • Install Publishers/Primary Nodes of VOS-Based Contact Center Applications, page 52 • Cisco Unified Intelligence Center License, page 53 • Configure the Cluster for Cisco Unified Communications Manager, page 55 • Create a Unified Communications Manager AXL User Account, page 55 • Configure the Cluster for Cisco Unified Intelligence Center, page 56 • Configure the Cluster for Cisco Finesse, page 56 • Install Subscribers/Secondary Nodes of VOS-Based Contact Center Applications , page 57 • Unified Communications Manager License, page 58 • Activate Services, page 59 Install Microsoft Windows Server Complete the following procedure to install Microsoft Windows Server 2012 R2 on all virtual machines for server-based applications. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 41 Install Microsoft Windows Server Procedure Step 1 Mount the Microsoft Windows Server ISO image to the virtual machine. Check the Connect at power on check box when mounting the ISO. Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Power on the VM. Enter the Language, Time and Currency Format, and Keyboard settings. Click Next. Click Install Now. Enter the product key for Windows Server 2012 R2 and click Next. Select Windows Server 2012 R2 Standard (Server with a GUI) and click Next. Accept the license terms and click Next. Select Custom: Install Windows only (advanced), select Drive 0 to install Microsoft Windows Server, and then click Next. The installation begins. After the installation is complete, the system restarts without prompting. Step 9 Enter and confirm the password for the administrator account, and then click Finish. Step 10 Enable Remote Desktop connections as follows: a) Navigate to Control Panel > System and Security > System. b) Click Remote Settings. c) Click the Remote tab. d) Select the Allow remote connections to this computer radio button. The Remote Desktop Connection dialog displays a notification that the Remote Desktop Firewall exception is enabled. Click OK. Step 11 In the Ethernet Status window, click Properties. Step 12 Navigate to Control Panel > System and Security > System. Follow the instructions: a) ClickChange Settings. b) In Computer name tab, click Change. c) Change the name of the computer from the name randomly generated during Microsoft Windows Server installation. The name does not contain underscores or spaces. d) Select Domain radio button to change the member from Workgroup to Domain. e) Enter qualified domain name and click OK. f) In the Windows security dialog, validate the domain credentials and click OK. g) On successful authentication, click OK. h) Reboot the server and sign in with domain credentials. Restart your system for the change to take effect. Microsoft Windows Server 2012 R2 is installed. In addition, Internet Explorer 11 is installed automatically. Note If you want to install Unified CCE on a multilingual version of Windows Server 2012 R2, run the MUI language pack. See http://www.microsoft.com/oem/en/installation/downloads/Pages/ Windows-Server-2012-Language-Packs.aspx#fbid=EwmxpS7EfPf. If Unified CCE language pack is applied on Chinese Windows machine, set the screen resolution to 1600 x 1200. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 42 Install VMware Tools Related Topics Mount and Unmount ISO Files, on page 33 Install VMware Tools Use this procedure to install and upgrade VMware tools from the VMware vSphere Client. To install or upgrade using VOS, for Cisco Finesse and Cisco Unified Intelligence Center: 1 Ensure that your virtual machine is powered on. 2 Right-click the VM menu. Select Guest > Install / Upgrade VMware tools 3 Choose the automatic tools update and press OK. The process takes a few minutes. Once the process is complete, the tools are listed as Running (Current) on the VM's Summary tab in vSphere. To install or upgrade using VOS, for Cisco Unified Communications Manager: 1 Ensure that your virtual machine is powered on. 2 Right-click the VM menu. Select Guest > Install / Upgrade VMware tools 3 Choose the interactive tools update and press OK. 4 Open the console and log in at the command prompt. 5 Enter the command utils vmtools refresh and confirm. The server automatically reboots twice. 6 After reboot, check the Summary tab for the VM to verify that the VMware Tools version is current. If it is not current, reboot the VM and check the version again. The process takes a few minutes. Once the process is complete, the tools are listed as Running (Current) on the VM's Summary tab in vSphere. To install or upgrade using a Windows guest operating system: 1 Ensure that your Windows virtual machine is powered on. 2 Right-click the VM in the virtual machine menu, and select Guest > Install/Upgrade VMware Tools. Click OK on the popup window. 3 Log in to the VM as a user with Administrative privileges. 4 Run VMware tools from the DVD drive. The installation wizard starts. 5 Follow the prompts in the wizard to complete the VMware Tools installation. Choose the Typical installation option. 6 When the VMware Tools installation has finished, restart the virtual machine for the changes to take effect. Once the process is complete, the tools are listed as Running (Current) on the VM's Summary tab in vSphere. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 43 Configure Network Adapters for Unified CCE Call Server and Unified CCE Data Server Configure Network Adapters for Unified CCE Call Server and Unified CCE Data Server The Unified CCE Call Server and the Unified CCE Data Server each have two network adapters. You must identify them by MAC address and Network Label, rename them, configure them, and set the binding order. Procedure Step 1 Identify the MAC addresses and labels for the network adapters as follows: a) From vSphere, select and right-click the VM. b) Select Edit Settings. In the Hardware tab, click Network adapter 1. In the right panel, write down the last few digits of MAC addresses and note whether the label is UCCE Public or UCCE Private. For example, Network adapter 1 may have a MAC address that ends in 08:3b and the network label UCCE Public. c) Repeat for Network adapter 2, noting its MAC address and label. d) From the VM console, type ipconfig/all from the command line. This displays the adapter names and physical addresses. e) Note the adapter names and physical addresses and match them with the MAC addresses and labels that you noted in VMware. For example, in ipconfig/all, Local Area Connection 2 may have a physical address that ends in 08-3b. f) Match the MAC address of the network adapter that VMware identified as UCCE Public with the corresponding physical address of Local Area Connector. In this example, the physical address of Local Area Connection 2 (08-3b) matches the MAC address (08-3b) of Network adapter 1. This means that Local Area Connection 2 is UCCE Public. Step 2 Locate and rename the network adapters in Windows as follows: a) In Windows, open the Control Panel > Network and Sharing Center and click Change adapter settings. b) Right-click Local Area Connection and select Rename. Rename it to UCCE Public or UCCE Private, based on the matching you did above. c) Right-click Local Area Connection 2 and select Rename. Rename it to UCCE Public or UCCE Private, based on the matching you did above. In the example above, Local Area Connection 2 is renamed to UCCE Public. Step 3 Set the Properties for UCCE Public as follows: a) Right-click UCCE Public and select Properties. b) In the Networking dialog box, uncheck Internet Protocol Version 6 (TCP/IPv6). c) In the Networking dialog box, select Internet Protocol Version 4 (TCP/IPv4) and select Properties. d) In the General dialog box for Internet Protocol Version 4, select Use the following IP address and enter the IP address, the Subnet mask, the default gateway, and DNS servers. e) Click OK and Close to exit. Step 4 Set the Properties for UCCE Private as follows: a) Right-click UCCE Private and select Properties. b) In the Networking dialog box, uncheck Internet Protocol Version 6 (TCP/IPv6). c) In the Networking dialog box, select Internet Protocol Version 4 (TCP/IPv4) and click Properties. d) In the General dialog box for Internet Protocol Version 4, select Use the following IP address and enter the IP address and Subnet mask. e) Click Advanced. Open the DNS tab. Uncheck Register this connection's addresses in DNS. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 44 Set Persistent Static Routes f) In the DNS Server, add an entry for the private IP address. Append a suffix such as p to the hostname for this IP, to identify it as a private. g) Click OK to exit. Step 5 Set the binding order as follows: a) In Network Connections, press Alt. Then select Advanced > Advanced Settings. b) In the top panel of the Adapters and Bindings dialog box, make sure that the UCCE Public connection is above the UCCE Private connection. Use the arrow buttons if necessary to put them in the correct sequence. Then click OK. Set Persistent Static Routes Configure a Windows persistent static route for each Unified CCE Data Server and Unified CCE Call Server Virtual Machine (VM) if your deployment includes Layer 3 routing between the Packaged CCE Side A and Side B servers. This type of routing is used often in multi-site deployments with clustering over the WAN. Do not configure persistent static routes for single-site deployments or deployments in which common subnets are implemented between the Packaged CCE Side A and Side B servers. To create a persistent static route with the route add command, you need the destination subnet, the subnet mask, the local gateway IP, and the interface number of the local Private Network interface: route add <destination subnet> mask <subnet mask> <gateway IP> IF <interface number> -p You must launch the DOS prompt as an administrator in order to run the commands in this procedure. Procedure Step 1 Step 2 Step 3 On each Unified CCE Call Server and Unified CCE Data Server VM, run ipconfig /all. Record the IPv4 Address, Subnet Mask, and Physical Address (MAC address) for the Private Network interface. On each of these VMs, run route print –4. Record the Interface for the Private Network. You can identify the correct interface by looking for its Physical Address (MAC address). On each of these VMs, run route add <destination subnet> mask <subnet mask> <gateway <interface number> -p to add a persistent static route for the remote Private Network. IP> IF Run Windows Updates Procedure Run Microsoft Windows Update. After the update is complete, click Do not enable automatic updates. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 45 Install Microsoft SQL Server Install Microsoft SQL Server Install Microsoft SQL Server 2014, and store the SQL Server log and temporary files on the same physical disk as the operating system. Note For information about supported editions or service packs, see the Cisco Packaged CCE Software Compatibility Matrix at . Before You Begin Enable Microsoft .NET Framework 3.5 SP1 before installing SQL Server 2014. In the Windows Server, Server Manager, use the Add Roles and Features Wizard to enable the .NET Framework 3.5 SP1. See the Microsoft documentation at https://technet.microsoft.com/en-au/library/dn482071.aspx for detailed instructions. Note If your computer has no internet connection to get the updates, download and install Microsoft .NET Framework 3.5 SP1 manually. Procedure Step 1 Step 2 Step 3 Step 4 Mount the Microsoft SQL Server ISO image to the virtual machine. For more information, see Mount and Unmount ISO Files, on page 33. Run setup.exe. Select Installation in the left pane and then click New SQL Server stand-alone installation or add features to an existing installation. Click OK. On the Product Key page, enter the product key and then click Next. Step 5 Step 6 Accept the License Terms and then click Next. Optional: On the Microsoft Update page, check the Use Microsoft Update to check for updates check box, and then click Next. Note If you do not check the Use Microsoft Update to check for updates check box, click Next on the Product Updates page. Step 7 On the Install Rules page, click Next. In this step, the installation program checks to see that your system meets the hardware and software requirements. If there are any issues, warnings or errors appear in the Status column. Click the links for more information about the issues. Step 8 On the Setup Role page, select SQL Server Feature Installation and click Next. Step 9 On the Feature Selection page, select only the following; and then click Next. • Database Engine Services • Client Tools Connectivity • Documentation Components • Management Tools - Basic Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 46 Install Microsoft SQL Server • Management Tools - Complete • SQL Client Connectivity SDK Step 10 On the Instance Configuration page, select Default Instance and click Next. Step 11 On the Server Configuration page, click the Services Account tab. In the Services Account tab, associate the SQL services with the virtual account. • For the SQL Server Agent service, in the Account Name field, select NT Service\SQLSERVERAGENT. • For the SQL Server Database Engine, in the Account Name field, select NT Service\MSSQLSERVER. While you can use the Network or Local Services account instead of the Virtual account, using the Virtual account provides better security. Step 12 For the remaining services, accept the default values. Step 13 In the Start Up Type column, for the SQL Server Agent service account, select Automatic from the list. Step 14 On the Server Configuration page, select the Collation tab. a) In the Database Engine section, click Customize. b) Select the Windows Collation designator and sort order radio button. c) Select the appropriate collation. Typically, you choose the SQL Server collation that supports the Windows system locale most commonly used by your organization; for example, "Latin1_General" for English. The collation that you select affects what is written to the database. For example, suppose you set the collation for Latin1_General, but a user at the customer site selects Chinese as the language selection at sign-in. When th user enters field values in Chinese, the application returns an unsupported characters error because the database cannot save the characters. Note It is critical to select the correct collation setting for the customer's language display. If you do not select the correct collation during installation, the customer must uninstall and reinstall Microsoft SQL Server. d) Check the Binary check box. e) Click OK, and then click Next. Important Step 15 On the Database Engine Configuration page: a) On the Server Configuration tab, click the Mixed Mode radio button. b) Enter the password for the SQL Server system administrator account, and confirm by reentering it. c) Click Add Current User to add the user who is installing the SQL Server as an administrator. d) Click Next. Step 16 On the Ready to Install page, click Install. Step 17 On the Complete page, click Close. Step 18 Enable Named Pipes and set the sort order as follows: a) Open the SQL Server 2014 Configuration Manager. b) In the left pane, navigate to SQL Native Client 11.0 Configuration (32bit) > Client Protocols. c) In the right pane, confirm that Named Pipes is Enabled. d) Right-click Client Protocols and select Properties. e) In the Enabled Protocols section of the Client Protocols Properties window, use the arrow buttons to arrange the protocols in the following order: 1 Shared Memory 2 Named Pipes Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 47 Install Microsoft SQL Server 3 TCP/IP f) Check the Enable Shared Memory Protocol and then click OK. g) In the left pane, navigate to SQL Server Network Configuration > Protocols for MSSQLSERVER. h) In the right pane, right-click Named Pipes and select Enable. Note By default, Microsoft SQL Server dynamically resizes its memory. The SQL Server reserves the memory based on process demand. The SQL server releases the memory only when other processes request it, which can cause unnecessary memory monitoring tool alerts. Cisco supports the Microsoft recommendation to dynamically manage the SQL Server memory. If your solution raises too many memory alerts, you can manually limit SQL Server’s memory usage. Set the maximum limit of the memory with the maximum memory usage settings in the SQL Server Properties menu. For more information on SQL Server memory settings and use, see the Microsoft SQL Server documentation Step 19 Set the SQL Server's default language to English as follows: a) Launch SQL Server Management Studio. b) In the left pane, right-click the server and select Properties. c) Click Advanced. d) In the Miscellaneous section, set the Default Language to English. e) Click OK. Important Set the SQL Server default language to English because Unified CCE requires a US date format (MDY). Many European languages use the European date format (DMY) instead. This mismatch causes queries such asselect * from table where date = '2012-04-08 00:00:00' to return data for the wrong date. Handle localization in the client application, such as Cisco Unified Intelligence Center. Step 20 Restart the SQL Server service as follows: a) Navigate to the Windows Services tool. b) Right-click SQL Server (MSSQLSERVER) and click Stop. c) Right-click SQL Server (MSSQLSERVER) and click Start. Step 21 Ensure that the SQL Server Browser is started, as follows: a) Navigate to the Windows Services tool. b) Navigate to the SQL Server Browser. c) Right-click to open the Properties window. d) Enable the service, change the startup type to Automatic, and click Apply. e) To start the service, click Start, and then click OK. What to Do Next The SQL Server installation disables the Windows Computer Browser service. The ICMDBA requires this service. If you need to run ICMDBA on this server, enable the Computer Browser service. Related Topics Mount and Unmount ISO Files, on page 33 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 48 Install Cisco Unified Contact Center Enterprise Collation and Locale Settings for Localization Microsoft SQL Server Collation Settings for Languages You select a collation when you install Microsoft SQL Server, and it must be the collation that maps to the customer's language display. Remember If your initial collation selection is incorrect, you must uninstall Microsoft SQL Server and reinstall it with the correct collation configuration. For the languages supported by Packaged CCE and the SQL Server Collation setting for each language, see the Cisco Packaged CCE Software Compatibility Matrix at http://docwiki.cisco.com/wiki/Compatibility_ Matrix_for_Packaged_CCE. Windows System Locale The Windows system locale must match the display language; otherwise some characters appear incorrectly in the user interface and are saved incorrectly to the database. For example, if the system locale is English and you are working in Spanish, characters such as the acute a appear incorrectly. Perform this procedure at both CCE Call Servers, both CCE Data Servers, and any external HDS systems. 1 Open Control Panel > Clock, Language, and Region > Language. 2 Add the required language in the Change your language preferences page. 3 In the left pane, select Advanced settings. 4 Select the language for the Override for Windows display language option. 5 Select the language for the Override for default input method option. 6 Save your work and restart the virtual machine. Install Cisco Unified Contact Center Enterprise Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Add the virtual machine into the domain. Mount the Cisco Unified CCE ISO image to the virtual machine. See Mount and Unmount ISO Files, on page 33. Run setup.exe from the D:\ICM-CCE-CCH Installer directory. Follow the InstallShield procedures to install Cisco Unified CCE. When the installation completes, restart the computer when prompted. At restart, if there is a Maintenance Release, the Maintenance Release installer begins. When prompted to restart the computer, click Yes. Then click Finish. Unmount the ISO image. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 49 Configure Network Adapters for Cisco Unified CVP Configure Network Adapters for Cisco Unified CVP Unified CVP has only one network adapter to configure. You must rename it and set its properties. Procedure Step 1 Step 2 Step 3 Step 4 Navigate to Control Panel > Network and Internet . Click Network and Sharing Center, and then click Change adapter settings in the left panel. Right-click the adapter and select Rename. Change the name to UCCE Public. Right-click UCCE Public and select Properties. Step 5 Step 6 Step 7 In the Networking dialog box, de-select Internet Protocol Version 6 (TCP/IPv6). In the Networking dialog box, select Internet Protocol Version 4 (TCP/IPv4) and select Properties. In the General dialog box for Internet Protocol Version 4 , select Use the following IP address and enter the IP address, the Subnet mask, the default gateway and DNS servers. Click OK and Close to exit. Step 8 Install Cisco Unified CVP Server Procedure Step 1 Step 2 Step 3 Mount the Unified CVP ISO image to the virtual machine. For more information, see Mount and Unmount ISO Files, on page 33. Run setup.exe from the D:\ CVP\Installer_Windows directory. Follow the InstallShield wizard to Run setup.exe from the D:\CVP\Installer_Windows directory: a) Accept the license agreement. b) In the Select Packages screen, check the type you are adding. Options are CVP Server, Operations Console, and Reporting Server. Note Select Operations Console when creating the Unified CVP OAMP server VM. c) Click Next. d) Choose U-Law encoded wave format. e) In the Choose Destination Location screen, accept the default. Click Next. f) In the X.509 certificate screen, enter the information that you want to include in the certificate. g) In the Ready to Install screen, click Install. h) For the OAMP Server only, enter and confirm a password. Click Next. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 50 Install Cisco Unified CVP Reporting Server i) Select the option to restart the computer after installation. Click Finish. Step 4 Step 5 If Unified CVP Engineering Specials are available, copy them to the local drive. Follow the InstallShield wizard to install them. Unmount the ISO image. Unified CVP Server installation automatically creates a default user for the Unified CVP Ops Console Server Web Services manager CLI, with the following credentials: • Username: wsmadmin • Password: password you entered for the OAMP Server You can create and manage additional Web Services manager CLI users using the Unified CVP Operations Console, if needed. Install Cisco Unified CVP Reporting Server This task is required for the installation of the optional Unified CVP Reporting server. The IBM Informix database server is installed as part of the Unified CVP Reporting Server. Before installing the Unified CVP Reporting Server, you must configure a database drive (see Configure a Database Drive, on page 37). Complete the following procedure to install the Unified CVP Reporting server: Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Mount the Unified CVP ISO image to the virtual machine. For more information, see Mount and Unmount ISO Files, on page 33. Run setup.exe from the DVD drive located at CVP\Installer_Windows directory. Follow the InstallShield wizard to Run setup.exe from the D:\CVP\Installer_Windows directory: a) Accept the license agreement. b) In the Select Packages screen, check Reporting Server. c) In the Choose Destination Folder screen, select the folder location for the CVP installation folder. d) In the X.509 certificate screen, enter the information that you want to include in the certificate. e) In the Choose the database data and backup drive screen, enter the drive letter (typically, E). f) In the Database size selection screen, select Premium (375GB). g) In the Ready to Install screen, click Install. h) Enter the Reporting Server password when prompted. i) Select the option to restart the computer after installation. Click Finish. If Unified CVP Engineering Specials are available, copy them to the local drive. Follow the InstallShield wizard to install them Unmount the ISO image. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 51 Install Publishers/Primary Nodes of VOS-Based Contact Center Applications What to Do Next Repeat this procedure if your deployment requires a second, external Unified CVP Reporting Server. Install Publishers/Primary Nodes of VOS-Based Contact Center Applications This task is required for the publisher/primary nodes of the three VOS-based contact center applications: Cisco Finesse, Cisco Unified Communications Manager, and Cisco Unified Intelligence Center. Before You Begin DNS Configuration is mandatory for installation of Cisco Unified Communications Manager, Cisco Unified Intelligence Center, and Cisco Finesse. To configure DNS, add the VMs to the forward and reverse lookups of the DNS. Procedure Step 1 Step 2 Step 3 Mount the ISO image for the software to the virtual machine. Select the virtual machine and power it on. Follow the Install wizard, making selections as follows: a) In the Disk Found screen, click Yes to begin the verification of the media integrity. b) In the Success screen, select OK. c) In the Product Deployment Selection screen: • If you are installing Finesse or Unified Communications Manager, select OK. • If you are installing Unified Intelligence Center, select Unified Intelligence Center with Live Data, and then select OK. d) In the Proceed with Install screen, select Yes. e) In the Platform Installation Wizard screen, select Proceed. f) In the Apply Patch screen, select No. Finesse does not have this step. g) In the Basic Install screen, select Continue. h) In the Timezone Configuration screen, use the down arrow to choose the local time zone that most closely matches where your server is located. Select OK. i) In the Auto Negotiation Configuration screen, select Continue. j) In the MTU Configuration screen, select No to keep the default setting for Maximum Transmission Units. k) In the DHCP Configuration screen, select No. Finesse does not have this step. l) In the Static Network Configuration screen, enter static configuration values. Select OK. m) In the DNS Client Configuration screen, select Yes. Important DNS client configuration is mandatory for Finesse. Select Yes on this screen. If you select No, agents cannot sign in to the desktop and you must reinstall Finesse. n) Enter your DNS Client Configuration. Select OK. o) In the Administrator Login Configuration screen, enter the Platform administration username. Enter and confirm the password for the administrator. Select OK. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 52 Cisco Unified Intelligence Center License p) In the Certificate Information screen, enter data to create your Certificate Signing Request: Organization, Unit, Location, State, and Country. Select OK. q) In the First Node Configuration screen, select Yes. r) In the Network Time Protocol Client Configuration screen, enter a valid NTP server IP address and select OK. Important Proper NTP configuration is essential. s) In the Security Configuration screen, enter the security password and select OK. t) In the SMTP Host Configuration screen, select No. Finesse does not have this step. u) Unified Communications Manager only: On the Smart Call Home Enable screen, select Disable All Call Home on System Start. v) In the Application User Configuration screen, enter the application username. Enter, and confirm the application user password. Select OK. w) In the Platform Configuration Confirmation screen, select OK. The installation begins and can run unattended. • There is a reboot in the middle of the installation. • For Cisco Unified Intelligence Center, you see a Product Licensing screen that shows the URL for obtaining the license and the Media Access Control (MAC) address. Write down the MAC address. You need this information for the license application. • The installation ends at a sign-in prompt. Step 4 Unmount the ISO image. Related Topics Configure DNS Server, on page 37 NTP and Time Synchronization, on page 20 Mount and Unmount ISO Files, on page 33 Cisco Unified Intelligence Center License Acquire Your License Before You Begin Access the product authorization key (PAK) that came with Unified Intelligence Center. If you do not have a PAK, write to [email protected]. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 53 Cisco Unified Intelligence Center License Procedure Step 1 Step 2 Step 3 Sign in to the Product License Registration Portal at https://tools.cisco.com/SWIFT/LicensingUI/Home. Click Continue to Product License Registration. In the Get New Licenses field, enter your PAK. You can enter up to 10 PAKs, separated by commas. Step 4 Step 5 Step 6 Step 7 Step 8 Click Fulfill. Select your feature and enter the quantity. In the Serial Number field, enter your MAC address. See Locate MAC Address, on page 54. Click Next. Accept the terms of the License Agreement, enter your Recipient Information, and click Submit. Your request is processed. Step 9 Click Download to download your license. Your license is also sent to you by email. Locate MAC Address You must supply the MAC address of the Controller node when you apply for a license to operate Unified IC. The MAC address appears online at the end of the installation. If you do not have time to write it down, you can find it through the Command Line Interface, once the install is complete, as follows: Procedure Step 1 Step 2 Sign in, using the credentials of the System Administration user. Enter this CLI Command: show status. Upload License Upload the license in the Unified IC Administration interface. Procedure To do this, select Cluster Configuration > License Management. Refer to the online help for instructions. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 54 Configure the Cluster for Cisco Unified Communications Manager Configure the Cluster for Cisco Unified Communications Manager Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Launch Unified Communications Manager Publisher in a browser (https://<IP Addr of CUCM Publisher>/ccmadmin ). Select System > Server > Add New. On the Server Configuration page, select CUCM Voice/Video for the Server Type. Click Next. On the Server Configuration page, enter the IP Address of the subscriber. Click Save. Create a Unified Communications Manager AXL User Account Create a Unified Communications Manager AXL user in Unified Communications Manager Administration. First create an Access Control Group with Standard AXL API Access, and then create an Application User with permission for that Access Control Group. Procedure Step 1 Launch Unified Communications Manager Administration in a browser (https://<IP Address of Unified Communications Manager Publisher>/ccmadmin ). Step 2 Create an Access Control Group, as follows: a) Navigate to User Management > User Settings > Access Control Group. b) Click Add New. c) Enter a name for the Access Control Group. d) Click Save. The Access Control Group Configuration page opens. e) From the Related Links drop-down menu, select Assign Role to Access Control Group and click Go. f) Click Assign Role to Group. The Find and List Roles popup window opens. g) h) i) j) Step 3 Click Find. Check the Standard AXL API Access check box. Click Add Selected. Click Save. Create an Application User, as follows: a) Navigate to User Management > Application User. b) Click Add New. c) Enter a name and password for the Application User. d) In the Permissions Information section, click Add to Access Control Group. The Find and List Access Control Group popup window opens. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 55 Configure the Cluster for Cisco Unified Intelligence Center e) f) g) h) Click Find. Check the check box for the Access Control Group you created. Click Add Selected. Click Save. Configure the Cluster for Cisco Unified Intelligence Center Procedure Step 1 Step 2 Step 3 Direct a browser to the URL https://<hostmame>:8443/oamp, where <hostname> is the hostname of your Cisco Unified Intelligence Center publisher. Sign in using the system application user ID and password that you defined during installation. From the section in the left, select Device Management > Device Configuration. Step 4 Click Add Member. Step 5 On the Device Configuration fields for the Subscriber, enter a name, the hostname or IP address, and a description for the device. After you complete the cluster configuration, restart the publisher. The system updates the Live Data failover settings. Step 6 Configure the Cluster for Cisco Finesse Procedure Step 1 Launch the Cisco Finesse primary node in a browser (https://<FQDN of Finesse Primary node>/cfadmin). If you are using an IPv6 client, you must include the port number in the URL (https://<FQDN of Finesse Primary node>:8445/cfadmin). Step 2 Go to Home > Cluster Settings. (This path is based on the default configuration and assumes that you have not changed the page for the Cluster Settings gadget.) Add the hostname for the Cisco Finesse secondary node. Click Save. Step 3 Step 4 Step 5 Restart Cisco Finesse Tomcat as follows: a) To stop the Cisco Finesse Tomcat service, enter this CLI command: utils service stop Cisco Finesse Tomcat . b) To start the Cisco Finesse Tomcat service, enter this CLI command: utils service start Cisco Finesse Tomcat . Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 56 Install Subscribers/Secondary Nodes of VOS-Based Contact Center Applications Install Subscribers/Secondary Nodes of VOS-Based Contact Center Applications Note This task is required for installation of the subscriber/secondary nodes of the three VOS-based contact center applications: Cisco Finesse, Cisco Unified Communications Manager, and Cisco Unified Intelligence Center. Before You Begin DNS Configuration is mandatory for installation of Cisco Unified Communications Manager, Cisco Unified Intelligence Center, and Cisco Finesse. To configure DNS, add the VMs to the forward and reverse lookups of the DNS. Before you install the subscriber/secondary nodes, you must install the publisher/primary nodes and configure the clusters. Procedure Step 1 Step 2 Step 3 Mount the ISO image for the software to the virtual machine. Select the virtual machine and power it on. Follow the Install wizard, making selections as follows: a) In the Disk Found screen, click Yes to begin the verification of the media integrity. b) In the Success screen, select OK. c) In the Product Deployment Selection screen: • If you are installing Finesse or Unified Communications Manager, select OK. • If you are installing Unified Intelligence Center, select Unified Intelligence Center with Live Data, and then select OK. d) In the Proceed with Install screen, select Yes. e) In the Platform Installation Wizard screen, select Proceed. f) In the Apply Patch screen, select No. Finesse does not have this step. g) In the Basic Install screen, select Continue. h) In the Timezone Configuration screen, use the down arrow to choose the local time zone that most closely matches where your server is located. Select OK. i) In the Auto Negotiation Configuration screen, select Continue. j) In the MTU Configuration screen, select No to keep the default setting for Maximum Transmission Units. k) In the DHCP Configuration screen, select No. Finesse does not have this step. l) In the Static Network Configuration screen, enter static configuration values. Select OK. m) In the DNS Client Configuration screen, select Yes. Important DNS client configuration is mandatory for Finesse. Select Yes on this screen. If you select No, agents cannot sign in to the desktop and you must reinstall Finesse. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 57 Unified Communications Manager License n) Enter your DNS Client Configuration. Select OK. o) In the Administrator Login Configuration screen, enter the Platform administration username. Enter and confirm the password for the administrator. Select OK. p) In the Certificate Information screen, enter data to create your Certificate Signing Request: Organization, Unit, Location, State, and Country. Select OK. q) In the First Node Configuration screen, select No. r) In the warning screen, select OK. s) In the Network Connectivity Test Configuration screen, select No. t) In the First Node Access Configuration screen, enter the host name and IP address of the first node. Enter and confirm the security password. Select OK. u) In the SMTP Host Configuration screen, select No. Finesse does not have this step. v) In the Platform Configuration Confirmation screen, select OK. The installation begins and can run unattended. • There is a reboot in the middle of the installation. • For Cisco Unified Intelligence Center, you see a Product Licensing screen that shows the URL for obtaining the license and the Media Access Control (MAC) address. Write down the MAC address. You need this information for the license application. • The installation ends at a sign-in prompt. Step 4 Unmount the ISO image. Related Topics Configure DNS Server, on page 37 Mount and Unmount ISO Files, on page 33 Unified Communications Manager License Generate and Register License Procedure Step 1 Launch Unified Communications Manager in a browser (https://<IP Address of Unified CM Publisher>). Step 2 Step 3 Click Cisco Prime License Manager and navigate to Licenses > Fulfillment. Under Other Fulfillment options, click Generate License Request. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 58 Activate Services Step 4 When the License Request and Next Steps window opens, copy the text (PAK ID). Step 5 Step 6 Step 7 Click the Cisco License Registration link. Sign in and click Continue to Product License Registration. In the Enter a Single PAK or Token to fulfill field, paste your PAK ID and click Fulfill Single PAK/Token. You receive the license file in an email message. Install License Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Unzip the license file from the email message. Under Other Fulfillment Options, select Fulfill Licenses from File. Click Browse and locate your license file. Click Install and close the popup window. Navigate to Product Instances. Then click Add. Fill in the name, hostname/IP address, username, and password for your Cisco Unified Communications Manager Publisher. Select Product type of Unified CM. Click OK. Click Synchronize Now. Activate Services Complete the following procedure to activate services. Procedure Step 1 Open Cisco Unified CM Administration at https://<IP Address of the CUCM Publisher>/ccmadmin. Step 2 Select Cisco Unified Serviceability from the Navigation menu and click Go. Step 3 Step 4 Select Tools > Service Activation. From the Server drop-down list, choose the server on which you want to activate the service, and then click Go. For the Publisher, check the following services to activate and click Save: Step 5 • Cisco CallManager • Cisco IP Voice Media Streaming App • Cisco CTIManager Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 59 Activate Services • Cisco Tftp • Cisco Bulk Provisioning Service • Cisco AXL Web Service • Cisco Serviceability Reporter • Cisco CTL Provider • Cisco Certificate Authority Proxy Function • Cisco Dialed Number Analyzer Server Step 6 For the Subscribers, check the follow services to activate and click Save: • Cisco CallManager • Cisco IP Voice Media Streaming App • Cisco CTIManager • Cisco AXL Web Service • Cisco CTL Provider • Cisco Dialed Number Analyzer Server Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 60 PART III Configuration • Configure Cisco Unified Contact Center Enterprise Data Server, page 63 • Initialize Cisco Packaged Contact Center Enterprise Deployment , page 65 • Configure Cisco Unified Contact Center Enterprise Call Server, page 69 • Configure Cisco Unified Customer Voice Portal, page 71 • Configure Cisco Unified Customer Voice Portal Reporting Server, page 77 • Configure Cisco IOS Enterprise Voice Gateway, page 81 • Configure Cisco Unified Communications Manager, page 89 • Configure Cisco Unified Intelligence Center, page 97 • Configure Cisco Finesse, page 101 • Configure IPv6, page 111 CHAPTER 7 Configure Cisco Unified Contact Center Enterprise Data Server • Cisco Unified Contact Center Enterprise Data Server Configuration, page 63 • Configure SQL Server for CCE Components, page 63 • Configure the Domain Manager, page 64 Cisco Unified Contact Center Enterprise Data Server Configuration This chapter contains the configuration procedures you must perform for the Unified CCE Data Servers on Side A and Side B. Configure SQL Server for CCE Components Procedure Step 1 Click the Windows Start icon, and then select the Downward Arrow icon to display all applications. Step 2 Step 3 Step 4 Step 5 Open Microsoft SQL Server 2014 Management Studio. Log in. Expand Security and then Logins. If the BUILTIN\Administrators group is not listed: a) Right-click Logins and select New Login. b) Click Search and then Locations to locate BUILTIN in the domain tree. c) Type Administrators and click Check Name and then OK. d) Double-click BUILTIN\Administrators. e) Choose Server Roles. f) Ensure that public and sysadmin are both checked. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 63 Configure the Domain Manager Configure the Domain Manager DO THIS ONCE, on the first Unified Data Server that you configure. Important You must create the Cisco Root OU in the same domain to which the Unified CCE servers belong. Procedure Step 1 Click the Windows Start icon, and then select the Downward Arrow icon to display all applications. Step 2 Select the Domain Manager icon from the list of applications. Step 3 Log in as a user who has permissions to create organizational units (OUs) in the domain. In the section on the left, expand the domain. Add the Cisco root as Cisco_ICM : a) Under the Cisco root, click Add. b) Select the OUs under which you want to create the Cisco root OU and click OK. Step 4 Step 5 Step 6 Add the facility organizational unit (OU): a) In the right section, under Facility, click Add. b) Enter the name for the Facilityand click OK. Step 7 Add the Instance OU: a) In the right section, under Instance, click Add. b) Enter the instance name and click OK. Step 8 Click Close. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 64 CHAPTER 8 Initialize Cisco Packaged Contact Center Enterprise Deployment • Initialize the Packaged CCE Deployment Type, page 65 • Set System-Level Settings, page 68 Initialize the Packaged CCE Deployment Type Initialize the Packaged CCE deployment using Unified CCE Administration. When you sign into Unified CCE Administration for the first time, you are prompted to enter information and credentials for the components in your deployment. Packaged CCE uses this information to configure the components and build the System Inventory. Procedure Step 1 Step 2 Step 3 Sign into Unified CCE Administration using the Active Directory username and password (https://<IP Address>/cceadmin, where <IP Address> is the address of the Side A CCE Data Server). The Configure your deployment popup window opens automatically. On the Deployment page, select the instance from the Instance drop-down list. You must be a member of the Setup security group for the instance you select. Click Next. On the VM Host page, enter the IP address, Username, and Password for the VMware hosts for Side A and Side B. Click Next. The VMware hosts are the two UCS servers on which ESXi is installed. The username and password fields are the host login names and passwords configured in ESXi. Packaged CCE validates the VMs in your deployment. Step 4 On the Credentials page, enter the specified information for each component in your deployment. After entering information for a component, click Next. The system validates the credentials you entered before prompting you for the next component's information. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 65 Initialize the Packaged CCE Deployment Type Component Information Required Unified CM Either: • The Unified CM Publisher for an on-box Unified Communications Manager deployment. • The Unified CM Publisher Name and IP address for an external Unified Communications Manager deployment. AXL username and password. Unified CVP Unified CVP Ops Console Server Web Services manager CLI username and password. Unified CVP Operations Console username and password. Unified CCE Data Server Unified CCE Diagnostic Framework Service domain, username, and password. These credentials must be for a domain user who is a member of the Config security group for the instance, and valid on all CCE components in your deployment (the Side A and B Unified CCE Data Servers and the Side A and B Unified CCE Call Servers). Unified Intelligence Center Unified Intelligence Center Administration application username and password. Finesse Step 5 Finesse Administration username and password. On the Settings page, select the following: • Select the codec used for Mobile Agent calls from the Mobile Agent Codec drop-down menu. The codec you select must match the codec specified on the voice gateways. • If you have an external Unified Communications Manager, select the Unified CM Subscribers to which the Side A and Side B Unified CCE Call Servers connect from the Side A Connection and Side B Connection drop-down menus. • For the Automatically create service accounts checkbox, either: ◦Leave the checkbox checked if you want automated initialization to create the service accounts in Active Directory. These accounts will be created and added to the Service group. ◦Uncheck the checkbox if you want to use an existing Active Directory account. Enter the username and password for an existing Active Directory user in the same domain as the Packaged CCE servers. This account will be added to the Service group. Click Next. The deployment is initialized. The Details dialog box displays the status of the automated initialization tasks. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 66 Initialize the Packaged CCE Deployment Type See Automated Initialization Tasks for Components, on page 67 for more information. Step 6 After the automated initialization tasks complete, click Done. The System Inventory opens. If one of the automated initialization tasks fails, correct the errors and then click Retry. If the retry is successful, the automated initialization continues. For some task failures, all completed tasks must be reverted before the task can be retried. You see a message informing you that the system needs to be reverted to a clean state. Click OK, and then after the system is in a clean state, click Start Over. Note The System Inventory displays alerts for some machines when it opens after initialization completes and you click Done. These alerts will be cleared after you configure Unified Communications Manager. Related Topics Create a Unified Communications Manager AXL User Account, on page 55 Configure Cisco Unified Communications Manager, on page 89 Automated Initialization Tasks for Components Packaged CCE performs the following tasks during initialization. Component Automated Initialization Tasks Unified CCE Call Server • Downloads JTAPI from the Unified Communications Manager, and installs it on the Unified CCE Call Server. • Creates the Router. • Creates the Generic Peripheral Gateway (PG) with the CUCM PIM and four VRU PIMs. • Creates the Media Routing PG (MR PG). • Creates the CTI Server. Unified CCE Data Server • Creates the Logger. • Creates the Logger database with the required base configuration. • Creates the Administration and Data Server (AW). • Creates the AW database. • Creates the Cisco Unified Intelligence Center SQL user account that is used for Unified Intelligence Center data sources. • Creates the Cisco Finesse SQL user account that is used for Finesse data sources. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 67 Set System-Level Settings Component Automated Initialization Tasks Unified Communications Manager • Creates the Application User that is used to configure the Unified CCE Call Server. Unified Customer Voice Portal • Configures the Unified CVP Call Server components. • Configures the Unified CVP VXML Server components. • Configures the Unified CVP Media Server components. • Configures the Unified CVP Reporting Server components, if used. Unified Intelligence Center Finesse • Creates the historical and real-time data sources. • Configures the CTI Server settings. • Configures the connection to the AW database. Set System-Level Settings After you have configured the Packaged CCE deployment, you can specify system-level settings. For example, you can enter labels for Unified Communications Manager, Unified CVP, and outbound calls. See the Cisco Packaged Contact Center Enterprise Administration and Configuration Guide at http:// www.cisco.com/c/en/us/support/customer-collaboration/packaged-contact-center-enterprise/ tsd-products-support-maintain-and-operate.html for more information about system settings. Procedure Step 1 Step 2 Step 3 In Unified CCE Administration, navigate to System > Settings. Specify system-level settings on the General, Agents, Call Reporting, and Labels tabs. Click Save. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 68 CHAPTER 9 Configure Cisco Unified Contact Center Enterprise Call Server • Cisco Unified Contact Center Enterprise Call Server Configuration, page 69 • Add PIMs to the Media Routing Peripheral Gateway, page 69 Cisco Unified Contact Center Enterprise Call Server Configuration This chapter contains the configuration procedures you must perform for the Unified CCE Call Servers on Side A and Side B. Add PIMs to the Media Routing Peripheral Gateway The Media Routing Peripheral Gateway (MR PG) is created during automated initialization. Creating PIMs for the MR PG is optional. You can create up to four PIMs on the Media Routing Peripheral Gateway: • Outbound PIM • Multichannel PIM for SocialMiner • Multichannel PIM for Enterprise Chat and Email (ECE) • Multichannel PIM for a third-party multichannel application To create Dialed Numbers associated with the Multichannel PIMs, first do the following: • Create the PIM using Peripheral Gateway Setup. • Add an external machine in the Solution Inventory using the Unified CCE Administration System. Navigate to System > Deployment. Scroll down and click Add Machine. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 69 Add PIMs to the Media Routing Peripheral Gateway Note Refer to the Cisco Packaged Contact Center Enterprise Features Guide at http://www.cisco.com/en/US/ products/ps12586/prod_maintenance_guides_list.html for directions on adding the Outbound PIM and the Multichannel PIMs. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 70 CHAPTER 10 Configure Cisco Unified Customer Voice Portal • Cisco Unified Customer Voice Portal Configuration, page 71 • Configure Gateways, page 71 • Transfer Unified CVP Scripts and Media Files, page 72 • Unified Customer Voice Portal Licenses, page 72 • Configure SNMP, page 74 • Configure SIP Server Groups, page 74 • Configure Dialed Number Patterns, page 75 Cisco Unified Customer Voice Portal Configuration This chapter explains the procedures you must perform to configure the Cisco Unified CVP servers and OAMP servers on Side A and Side B. Sign in to your Unified CVP Operations console with your Unified CVP administrator account (https://<hostname>:9443/oamp). Configure Gateways Note If you are using Internet Explorer 11, you must add the Unified CVP Operations Console URL to Internet Explorer's list of Compatibility View websites in order to use the Operations Console. Compatibility View settings are available from Internet Explorer's Tool menu. Procedure Step 1 Step 2 Step 3 In the Unified CVP Operations Console, navigate to Device Management > Gateway. Click Add New. On the General tab, configure as follows: Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 71 Transfer Unified CVP Scripts and Media Files a) b) c) d) Step 4 Step 5 Step 6 Enter the IP address. Enter the hostname. Choose the Device Type. In the Username and Passwords pane, enter the username, password, and enable password. Click Test Sign-in to verify that a connection with the gateway can be established and that the credentials are correct. Click Save. Repeat for every gateway. Transfer Unified CVP Scripts and Media Files Create the notification destination and deploy to all of the Unified CVP devices. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Log in to the Operations Console and select Bulk Administration > File Transfer > Scripts and Media. In the Select device type field, select the Gateway. Move all Gateways to Selected. Select Default Gateway files. Select Transfer, and then select OK on the popup window. If you have separate Ingress and VXML gateways, you must select the appropriate files and script for each component. Step 6 Step 7 Click File Transfer Status to monitor transfer progress. After configuring the application services in the gateways, log in to the gateway and use the Cisco IOS CLI command call application voice load <service_Name> to load the gateway download transferred files into the Cisco IOS memory for each Unified CVP service. Unified Customer Voice Portal Licenses Generate a License Before You Begin Access the product authorization key (PAK) that you received with the Unified CVP software. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 72 Unified Customer Voice Portal Licenses Procedure Step 1 Step 2 Step 3 Sign in to the Product License Registration Portal at https://tools.cisco.com/SWIFT/LicensingUI/Home. Click Continue to Product License Registration. In the Get New Licenses field, enter your PAK. You can enter up to 10 PAKs, separated by commas. Step 4 Step 5 Step 6 Click Fulfill. Select your features and enter the quantity. In the Serial Number field, enter the following: • For a Unified CVP Server or Unified CVP Reporting Server, enter the IP address. • For Unified Call Studio, enter the MAC address. Step 7 Step 8 Click Next. Accept the terms of the License Agreement, enter your Recipient Information, and click Submit. Your request is processed. Step 9 Click Download to download your license. Your license is also sent to you by email. Transfer License Files for Unified CVP Server Procedure Step 1 Step 2 Step 3 In the Unified CVP Operations Console, navigate to Bulk Administration > File Transfer > Licenses. Click Browse to choose your license file to upload. Click Transfer. Then click OK at the message asking if you are sure. Step 4 Click File Transfer Status. Step 5 Step 6 Step 7 Confirm that each of the File Transfers shows "Success" in the Status column. Navigate to System > Control Center. Shut down gracefully and then start each of the Call Server components in the list. This allows the new licensing to take effect. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 73 Configure SNMP Configure SNMP Note This is optional. For more information, see Simple Network Management Protocol, on page 181 Procedure Step 1 Step 2 In the Unified CVP Operations Console, navigate to SNMP > V1/V2c > Community String . Click Add New. a) Name the community string. b) Select the Devices tab and assign the SNMP community string to a device. c) Click Save and Deploy. Step 3 Create the notification destination and deploy to all of the Unified CVP devices. a) Navigate to SNMP > V1/V2c > Notification Destination. b) Click Add New. c) Complete the fields. d) Select the Devices tab and assign the SNMP notification destination to a device. e) Click Save and Deploy. Configure SIP Server Groups SIP Server Groups are required for Cisco Unified Communications Manager and Gateways. Procedure Step 1 Step 2 In the Unified CVP Operations Console, navigate to System > SIP Server Group. Create a server group for the Cisco Unified Communications Manager devices: a) On the General tab, click Add New. b) Fill in the SRV Domain Name FQDN field with a value that will also be used in the Cluster FQDN setting in Enterprise Parameters in Communications Manager. For example, cucm.cisco.com. c) In the IP Address/Hostname field, enter an IP address or hostname for a Unified Communications Manager subscriber. d) Click Add. e) Repeat Steps c and d for each Unified Communications Manager subscriber. Click Save. Note Do not put the Publisher node in the server group. SIP server group for Communications Manager is not required for SCC deployment as there is no direct SIP trunk created from Communications Manager to CVP in SCC model. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 74 Configure Dialed Number Patterns The FQDN should match the FQDN configured in the Cluster FQDN setting that will be configured in Enterprise Parameters on the Cisco Unified Communications Manager. See Configure Fully Qualified Domain Name, on page 90 Step 3 Create a server group for the gateway devices: a) On the General tab, click Add New. b) In the SRV Domain Name FQDN field, enter the SRV Domain Name FQDN. For example vxmlgw.cisco.com. c) In the IP Address/Hostname field, enter an IP address or hostname for a VXML gateway in the deployment. d) Click Add. e) Repeat Steps c and d for each VXML gateway as appropriate for the deployment and branches. Click Save. Adding all VXML gateways to the server group will load balance calls across all the member server group gateways. Step 4 Associate these server groups to all Unified CVP Call Servers: a) On the Call Server Deployment tab, move all Unified CVP Call Servers from the Available list to the Selected list. b) Click Save and Deploy. Configure Dialed Number Patterns Dialed number patterns are required for: • Agent Device • Network VRU • Ringtone • Error Procedure Step 1 Step 2 In the Unified CVP Operations Console, navigate to System > Dialed Number Pattern. For each dialed number pattern in the following table: a) Click Add New. b) In the Dialed Number Pattern field, enter the dialed number pattern. c) In the Description field, enter a description for the dialed number pattern. d) In the Dialed Number Pattern Types pane, check the specified dialed number pattern types. e) Click Save. Step 3 Step 4 After you configure all dialed number patterns, click Deploy. Click Deployment Status to make sure that you applied the configuration. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 75 Configure Dialed Number Patterns Dialed number pattern Description Dialed number pattern types 91* Check Enable Local Static Route. Ringtone Route to SIP Server Group and IP Address/Hostname/Server Group Name are both VXML Gateway (for example, vxmlgw.cisco.com). Check Enable Send Calls to Originator. Note 92* Error You must use 91* for the Ringtone dialed number pattern. Packaged CCE does not support using a different Ringtone dialed number pattern. Check Enable Local Static Route. Route to SIP Server Group and IP Address/Hostname/Server Group Name are both VXML Gateway (for example, vxmlgw.cisco.com). Check Enable Send Calls to Originator. Note The agent extension pattern. For example, enter 500* where the range of agent extensions is 5001 to 500999. Agent Device. Not applicable to SCC Deployment model. 777* Network VRU Label You must use 92* for the Error dialed number pattern. Packaged CCE does not support using a different Error dialed number pattern. Check Enable Local Static Route. Route to SIP Server Group and IP Address/Hostname/Server Group Name are both the Unified Communications Manager gateway. Check Enable RNA Timeout for Outbound Calls. The timeout is 60 seconds. Check Enable Local Static Route. Route to SIP Server Group and IP Address/Hostname/Server Group Name are both VXML Gateway (for example vxmlgw.cisco.com). Check Enable Send Calls to Originator. Step 5 Restart the Unified CVP Call Server components. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 76 CHAPTER 11 Configure Cisco Unified Customer Voice Portal Reporting Server • Cisco Unified Customer Voice Portal Reporting Server Configuration, page 77 • Transfer License File for the Unified CVP Reporting Server, page 77 • Obtain Cisco Unified Customer Voice Portal Report Templates, page 78 • Create Data Source for Cisco Unified CVP Report Data, page 78 • Import Unified CVP Report Templates in Unified Intelligence Center, page 80 Cisco Unified Customer Voice Portal Reporting Server Configuration This chapter contains the configuration procedures you must perform to configure the optional Unified Voice Portal Reporting Server on Side B. The Unified CVP Reporting VM is required for customers who use Courtesy Callback and who want to run Unified CVP call and application reports. Transfer License File for the Unified CVP Reporting Server Before You Begin You must generate a license file before transferring the file to the Unified CVP Reporting Server. See Generate a License, on page 72. Procedure Step 1 Step 2 Step 3 In the Operations Console, navigate to Device Management > Unified CVP Reporting Server. Click the link for the Unified CVP Reporting Server. From the toolbar, click File Transfer > Licenses. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 77 Obtain Cisco Unified Customer Voice Portal Report Templates The File Transfer page appears listing the Host name and IP address for the selected Unified CVP Reporting Server. Step 4 Step 5 Step 6 Step 7 From Select From Available License Files, select the license file, and then click Select. Note If the license file is not listed in the Select From Available License Files text box, click Select a License File from Your Local PC and enter the filename in the text box or click Browse to search the license file on the local file system. Click Transfer. Select and restart the Unified CVP Reporting Server through the Operations Console. If you have installed a second Unified CVP Reporting Server, repeat this procedure for that component. Obtain Cisco Unified Customer Voice Portal Report Templates For Packaged CCE, import the Callback reports only. To import Unified CVP report templates complete the following: Procedure Step 1 Step 2 On the Unified CVP Reporting Server, click Start. In the search box, type %CVP_HOME%\CVP_Reporting_Templates and press Enter. Step 3 Compress only the Callback reports into a zip folder and copy it to the system from which you will run Unified Intelligence Center Administraton. Create Data Source for Cisco Unified CVP Report Data Perform the following procedure to create a data source. Procedure Step 1 Log in to the Unified Intelligence Center at https://<hostname of CUIC Publisher>:8444/cuic. Step 2 Step 3 Step 4 Select the Data Sources drawer to open the Data Sources page. Click Create to open an Add Data Source window. Complete fields on this page as follows: Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 78 Create Data Source for Cisco Unified CVP Report Data Field Value Name Enter the name of this data source. Report Designers and Report Definition Designers do not have access to the Data Sources page but can see the list of Data Sources when they create custom reports. To benefit those users, give a new Data Source a meaningful name. Description Enter a description for this data source. Type Choose Informix. Note Type is disabled in Edit mode. Database Host Enter the IP address or Domain Name System (DNS) name for the Unified CVP Reporting server. Port Enter the port number. Typically, the port is 1526. You may have to open this port in the CVP Reporting Server firewall (Windows Firewall > Advanced Settings > Inbound rules > new rule). Database Name Use the database name callback for stock callback reports. Instance Specify the instance name of the desired database. By default, this is cvp. Timezone Choose the correct time zone for the data stored in the database. In locations that change from Standard Time to Daylight Savings Time, this time zone is updated automatically. Database User ID Enter the user ID of the Reporting User who is configured in the Operations Console to access the Unified CVP reporting database. (The cvp_dbuser account is created automatically during Unified CVP Reporting server installation.) Step 5 Password and Confirm Password Enter and confirm the password for the database user. Charset Choose UTF-8. Default Permissions View or edit the permissions for this datasource for My Group and for the All Users group. Click Test Connection. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 79 Import Unified CVP Report Templates in Unified Intelligence Center If the status is not Online, review the error message to determine the cause and edit the data source accordingly. Step 6 Click Save to close the Add Data Source window. The new data source appears on the Data Sources list. Import Unified CVP Report Templates in Unified Intelligence Center Procedure Step 1 Launch the Unified Intelligence Center web application at https://<HOST ADDRESS of CUIC Publisher>:8444/cuic Step 2 Step 3 Step 4 Step 5 Step 6 Click Reports. Right-click the top Reports folder and select Create Sub-Category. Name the new sub-category as a container for Unified CVP reports. Click OK. Click Import Report. Browse to the location where you copied the Unified CVP Reporting templates file and select the callback.zip file. Then click OK. Step 7 In the Save To field, navigate to and select the sub-category that you made in Step 3. Step 8 Click Import. Step 9 From the Data source for Report Definition drop down list, choose the Data source you created to access the Unified CVP Reporting database. Step 10 Click Import. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 80 CHAPTER 12 Configure Cisco IOS Enterprise Voice Gateway • About Ingress and VXML Gateway Configuration, page 81 • Common Configuration for the Ingress Gateway and VXML Gateway, page 81 • Configure Ingress Gateway, page 82 • Configure VXML Gateway, page 85 • Configure A-law Codec for Ingress and VXML Gateways, page 87 About Ingress and VXML Gateway Configuration Complete the following procedures to configure the Ingress Gateway and VXML Gateway. Instructions are applicable to both TDM and Cisco UBE Voice gateways, unless otherwise noted. Note Complete all configuration steps in enable > configuration terminal mode. Common Configuration for the Ingress Gateway and VXML Gateway logging buffered 2000000 debugging no logging console service timestamps debug datetime msec localtime ip routing ip cef ip source-route interface GigabitEthernet0/0 ip route-cache same-interface duplex auto speed auto no keepalive no cdp enable voice service voip no ip address trusted authenticate ip address trusted list ipv4 0.0.0.0 0.0.0.0 # OR an explicit Source IP Address Trust List allow-connections sip to sip signaling forward unconditional Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 81 Configure Ingress Gateway Configure Ingress Gateway Procedure Step 1 Configure global settings. voice service voip no ip address trusted authenticate allow-connections sip to sip signaling forward unconditional # If this gateway is being licensed as a Cisco UBE the following lines are also required mode border-element ip address trusted list ipv4 0.0.0.0 0.0.0.0 # Or an explicit Source IP Address Trust List sip rel1xx disable header-passing options-ping 60 midcall-signaling passthru Step 2 Configure voice codec preference: voice class codec 1 codec preference 1 g711ulaw codec preference 2 g729r8 Step 3 Configure default services: #Default Services application service survivability flash:survivability.tcl Step 4 Configure gateway and sip-ua timers: gateway media-inactivity-criteria all timer receive-rtp 1200 sip-ua retry invite 2 retry bye 1 timers expires 60000 timers connect 1000 reason-header override Step 5 Configure POTS dial-peers: # Configure Unified CVP survivability dial-peer voice 1 pots description CVP TDM dial-peer service survivability incoming called-number .T direct-inward-dial Step 6 Configure the switch leg: #Configure the Switch leg where # preference is used to distinguish between sides. # max-conn is used prevent overloading of Unifed CVP # options-keepalive is used to handle failover # Note: the example below is for gateways located on the A-side of a geographically Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 82 Configure Ingress Gateway #distributed deployment # Note: Ensure that you configure switch dial-peers for each Unified CVP server. dial-peer voice 70021 voip description Used for Switch leg SIP Direct preference 1 max-conn 225 destination-pattern xxxx...... #Customer specific destination pattern session protocol sipv2 session target ipv4:###.###.###.### #IP Address for Unified CVP1, SideA session transport tcp voice-class codec 1 voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2 dtmf-relay rtp-nte no vad dial-peer voice 70022 voip description Used for Switch leg SIP Direct preference 1 max-conn 225 destination-pattern xxxx...... # Customer specific destination pattern session protocol sipv2 session target ipv4:###.###.###.### # IP Address for Unified CVP2, SideA session transport tcp voice-class codec 1 voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2 dtmf-relay rtp-nte no vad dial-peer voice 70023 voip description Used for Switch leg SIP Direct preference 2 max-conn 225 destination-pattern xxxx...... #Customer specific destination pattern session protocol sipv2 session target ipv4:###.###.###.### #IP Address for Unified CVP1, SideB session transport tcp voice-class codec 1 voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2 dtmf-relay rtp-nte no vad dial-peer voice 70024 voip description Used for Switch leg SIP Direct preference 2 max-conn 225 destination-pattern xxxx...... # Customer specific destination pattern session protocol sipv2 session target ipv4:###.###.###.### # IP Address for Unified CVP2, SideB session transport tcp voice-class codec 1 voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2 dtmf-relay rtp-nte no vad Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 83 Configure Ingress Gateway Step 7 Configure the hardware resources (transcoder, conference bridge, and MTP): Note This configuration section is unnecessary for virtual CUBE or CSR 1000v Gateways. They do not have physical DSP resources. #For gateways with physical DSP resources, configure Hardware resources using #Unified Communications Domain Manager. # Configure the voice-cards share the DSP resources located in Slot0 voice-card 0 dspfarm dsp services dspfarm voice-card 1 dspfarm dsp services dspfarm voice-card 2 dspfarm dsp services dspfarm voice-card 3 dspfarm dsp services dspfarm voice-card 4 dspfarm dsp services dspfarm # Point to the contact center call manager sccp local GigabitEthernet0/0 sccp ccm ###.###.###.### identifier 1 priority 1 version 7.0 # Cisco Unified CM sub 1 sccp ccm ###.###.###.### identifier 2 priority 1 version 7.0 # Cisco Unifed CM sub 2 # Add a SCCP group for each of the hardware resource types sccp ccm group 1 associate ccm 1 priority 1 associate profile 2 register <gw70mtp> associate profile 1 register <gw70conf> associate profile 3 register <gw70xcode> # Configure DSPFarms for Conference, MTP and Transcoder dspfarm profile 1 conference codec g711ulaw codec g711alaw codec g729r8 maximum sessions 24 associate application SCCP dspfarm profile 2 mtp codec g711ulaw codec g711alaw codec g729r8 maximum sessions software 500 associate application SCCP dspfarm profile 3 transcode universal codec g711ulaw codec g711alaw codec g729r8 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 84 Configure VXML Gateway maximum sessions 52 associate application SCCP Step 8 Optional, configure the SIP Trunking: # Configure the resources to be monitored voice class resource-group 1 resource cpu 1-min-avg threshold high 80 low 60 resource ds0 resource dsp resource mem total-mem periodic-report interval 30 # Configure one rai target for each CVP Server sip-ua rai target ipv4:###.###.###.### resource-group1 # CVP1A rai target ipv4:###.###.###.### resource-group1 # CVP2A rai target ipv4:###.###.###.### resource-group1 # CVP1B rai target ipv4:###.###.###.### resource-group1 # CVP2B permit hostname dns:%Requires manual replacement - ServerGroup Name defined in CVP.System.SIP Server Groups% Step 9 Configure incoming PSTN SIP trunk dial peer: dial-peer voice 70000 voip description Incoming Call From PSTN SIP Trunk service survivability incoming called-number xxxx…… # Customer specific incoming called-number pattern voice-class sip rel1xx disable dtmf-relay rtp-nte session protocol sipv2 voice class codec 1 no vad Configure VXML Gateway Procedure Step 1 Configure global settings: voice service voip no ip address trusted authenticate allow-connections sip to sip signaling forward unconditional # If this gateway is being licensed as a Cisco UBE the following lines are also required mode border-element ip address trusted list ipv4 0.0.0.0 0.0.0.0 # Or an explicit Source IP Address Trust List sip rel1xx disable header-passing Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 85 Configure VXML Gateway options-ping 60 midcall-signaling passthru Step 2 Configure default Unified CVP services: #Default Unified CVP Services application service new-call flash:bootstrap.vxml service CVPSelfService flash:CVPSelfServiceBootstrap.vxml service ringtone flash:ringtone.tcl service cvperror flash:cvperror.tcl service bootstrap flash:bootstrap.tcl service handoff flash:handoff.tcl Step 3 Configure dial-peers: Note While configuring VXML gateway voice class codec must not be used. G711ulaw may be used in general for the dial-peers, but still depending on the implementation the other codec may be used. # Configure Unified CVP Ringtone dial-peer voice 919191 voip description CVP SIP ringtone dial-peer service ringtone incoming called-number 9191T voice-class sip rel1xx disable dtmf-relay rtp-nte codec g711ulaw no vad # Configure Unified CVP Error dial-peer voice 929292 voip description CVP SIP error dial-peer service cvperror incoming called-number 9292T voice-class sip rel1xx disable dtmf-relay rtp-nte codec g711ulaw no vad Step 4 Configure default Unified CVP http, ivr, rtsp, mrcp and vxml settings: http client cache memory pool 15000 http client cache memory file 1000 http client cache refresh 864000 no http client connection persistent http client connection timeout 60 http client connection idle timeout 10 http client response timeout 30 ivr prompt memory 15000 vxml tree memory 500 vxml audioerror vxml version 2.0 Step 5 Configure VXML leg where the incoming called-number matches the Network VRU Label: dial-peer voice 7777 voip description Used for VRU leg service bootstrap incoming called-number 777T dtmf-relay rtp-nte Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 86 Configure A-law Codec for Ingress and VXML Gateways codec g711ulaw no vad Configure A-law Codec for Ingress and VXML Gateways Perform the procedures in this section only if you are using the A-law codec. Configure Ingress Gateway Procedure Step 1 Add the voice class codec 1 to set the codec preference in dial-peer: voice class codec 1 codec preference 1 g729r8 codec preference 2 g711alaw Example: dial-peer voice 70021 voip description Used for Switch leg SIP Direct preference 1 max-conn 225 destination-pattern xxxx...... # Customer specific destination session protocol sipv2 session target ipv4:###.###.###.### # IP Address for Unified CVP session transport tcp voice class codec 1 voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2 dtmf-relay rtp-nte no vad Step 2 Modify the dial-peer to specify the codec explicitly for a dial-peer: dial-peer voice 9 voip description For Outbound Call for Customer destination-pattern <Customer Phone Number Pattern> session protocol sipv2 session target ipv4:<Customer SIP Cloud IP Address> session transport tcp voice-class sip rel1xx supported "100rel" voice-class sip options-keepalive up-interval 12 down-interval 65 retry 2 dtmf-relay rtp-nte codec g711alaw no vad dial-peer voice 10 voip description ***To CUCM Agent Extension For Outbound*** destination-pattern <Agent Extension Pattern to CUCM> session protocol sipv2 session target ipv4:<CUCM IP Address> voice-class sip rel1xx supported "100rel" dtmf-relay rtp-nte codec g711alaw Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 87 Configure A-law Codec for Ingress and VXML Gateways Configure VXML Gateway Procedure Modify the following dial-peer to specify the codec explicitly for a dial-peer: dial-peer voice 919191 voip description Unified CVP SIP ringtone dial-peer service ringtone incoming called-number 9191T voice-class sip rel1xx disable dtmf-relay rtp-nte codec g711alaw no vad dial-peer voice 929292 voip description CVP SIP error dial-peer service cvperror incoming called-number 9292T voice-class sip rel1xx disable dtmf-relay rtp-nte codec g711alaw no vad dial-peer voice 7777 voip description Used for VRU leg #Configure VXML leg where the incoming called service bootstrap incoming called-number 7777T dtmf-relay rtp-nte codec g711alaw no vad Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 88 CHAPTER 13 Configure Cisco Unified Communications Manager • Cisco Unified Communications Manager Configuration, page 89 • Configure Fully Qualified Domain Name, page 90 • Configure Cisco Unified Communications Manager Groups, page 90 • Configure Conference Bridges, page 90 • Configure Media Termination Points, page 91 • Transcoder Configuration in Unified CM and IOS Gateway, page 91 • Configure Media Resource Groups, page 92 • Configure and Associate Media Resource Group List, page 93 • Configure CTI Route Point, page 93 • Configure Ingress Gateways for Locations-based Call Admission Control, page 94 • Configure Route Group, page 94 • Add a SIP Profile in Unified CM, page 95 • Configure Trunk, page 96 Cisco Unified Communications Manager Configuration This chapter contains the configuration procedures you must perform to configure Unified Communications Manager on Side A and Side B. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 89 Configure Fully Qualified Domain Name Configure Fully Qualified Domain Name Procedure Step 1 Step 2 Step 3 Step 4 Open Cisco Unified Communications Manager and log in. Navigate to System > Enterprise Parameters. Fill in Clusterwide Domain Configuration > Cluster Fully Qualified Domain Name with the Fully Qualified Domain Name of your cluster. Click Save. Configure Cisco Unified Communications Manager Groups Complete the following procedure to add a Cisco Unified Communications Manager to the Unified Communications Manager Group. Procedure Step 1 Select Cisco Unified CM Administrator from the Navigation menu and click Go. Step 2 Select System > Cisco Unified CM Group. Step 3 Click Find. Then click Default. Step 4 Step 5 Step 6 Move the two subscribers from the Available panel to the Selected panel. Click Save. Click Reset. Configure Conference Bridges Perform this procedure for each gateway in the deployment. Procedure Step 1 Step 2 Step 3 Step 4 Select Media Resources > Conference bridge. Click Add New. Select Conference Bridge Type of Cisco IOS Conference Bridge. In the Conference Bridge name field, enter a unique identifier for the conference bridge name that matches the configuration on the gateway. In the example, this is gw70conf. # Add a SCCP group for each of the hardware resource types sccp ccm group 1 associate ccm 1 priority 1 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 90 Configure Media Termination Points associate profile 2 register gw70mtp associate profile 1 register gw70conf associate profile 3 register gw70xcode Step 5 Step 6 Step 7 Select a Device Pool. Click Save. Click Apply Config. Related Topics Configure Cisco IOS Enterprise Voice Gateway, on page 81 Configure Media Termination Points Complete this procedure for each gateway in the deployment. Procedure Step 1 Step 2 Step 3 Select Media Resources > Media Termination Point. Click Add New. In the Media Termination Point Name field, enter a unique identifier for the media termination that coincides with the configuration on the gateway. In the example, this is gw70mtp. # Add a SCCP group for each of the hardware resource types sccp ccm group 1 associate ccm 1 priority 1 associate profile 2 register gw70mtp associate profile 1 register gw70conf associate profile 3 register gw70xcode Step 4 Step 5 Step 6 Select a Device Pool. Click Save. Click Apply Config. Related Topics Configure Cisco IOS Enterprise Voice Gateway, on page 81 Transcoder Configuration in Unified CM and IOS Gateway A transcoder is required for multicodec scenarios to convert a stream from a G.711 codec to a G.729 codec. For more information about transcoder configuration in Unified Communications Manager and gateway, see the section "Configure Transcoders and Media Termination Points" in the System Configuration Guide for Cisco Unified Communications Manager at http://www.cisco.com/c/en/us/support/unified-communications/ unified-communications-manager-callmanager/products-installation-and-configuration-guides-list.html. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 91 Configure Media Resource Groups Configure Transcoders Perform this procedure for each gateway in the deployment. Procedure Step 1 Step 2 Step 3 Step 4 In Unified Communications Manager Administration, select Media Resources > Transcoder. Click Add New. For Transcoder Type, select Cisco IOS enhanced media termination point. In the Device Name field, enter a unique identifier for the transcoder name that coincides with the configuration on the gateway. # Add a SCCP group for each of the hardware resource types sccp ccm group 1 associate ccm 1 priority 1 associate profile 2 register gw70mtp associate profile 1 register gw70conf associate profile 3 register gw70xcode Step 5 In the Device Pool field, select the appropriate device pool. Step 6 Step 7 Click Save. Click Apply Config. Related Topics Configure Cisco IOS Enterprise Voice Gateway, on page 81 Configure the CVP Call Server Dial Peers in Ingress Gateway The Ingress Gateway to Unified CVP outbound dial peer configuration uses the IPv4 address of Unified CVP as the session target. Configure Media Resource Groups Procedure Step 1 Step 2 Select Media Resources > Media Resource Group. Add a Media Resource Group for Conference Bridges. a) Click Add New. b) Enter a Name. c) From the Available list, select all the Cisco IOS conference bridge resources configured for each ingress/VXML combination gateway in the deployment and add them to the group. d) Click Save. Step 3 Add a Media Resource Group for Media Termination Point. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 92 Configure and Associate Media Resource Group List a) Click Add New. b) Enter a Name. c) From the Available list, select all the hardware media termination points configured and add them to the group. d) Click Save. Step 4 Add a Media Resource Group for Transcoder. a) Click Add New. b) Enter a Name. c) From the Available list, select all the transcoders configured and add them to the group. d) Click Save. Step 5 Click Save. Configure and Associate Media Resource Group List Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Select Media Resources > Media Resource Group List. Click Add New and enter a Name. Add a Media Resource Group list and associate all of the media resource groups. Click Save. Select System > Device Pool. Click Find. Select the appropriate device pool. From the Media Resource Group List drop-down list, choose the media resource group list added in Step 2. Click Save. Click Reset. Configure CTI Route Point Complete the following procedure to add a computer telephony integration (CTI) route point for agents to use for transfers and conferences. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 In Cisco Unified CM Administration, select Device > CTI Route Point. Click Add New. Set a device name; for example, PCCEInternalDNs. For Device Pool, select Default. Select a Media Resource Group List from the list. Click Save. Click on Line [1] to configure the directory number associated with this route point. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 93 Configure Ingress Gateways for Locations-based Call Admission Control This directory number will be a pattern that is intended to match any of the internal Dialed Numbers you configure in Packaged CCE for internally routed calls. (For instance, for Transfers and Conferences). Define a pattern that is flexible enough to match all your internal dialed numbers yet restrictive enough not to inadvertently intercept calls intended for other Route Patterns you may have defined for other parts of your dial plan. Use a unique prefix for internal calls. For example, if you have internal dialed numbers 1230000 and 1231111, then an appropriate line number to enter for the cti route point would be 123XXXX. Select User Management > Application User. Important Step 8 Step 9 Select pguser created during Packaged CCE automated initialization. Step 10 Select the CTI Route Point from the list of Available Devices, and add it to the list of Controlled Devices. Step 11 Click Save. Configure Ingress Gateways for Locations-based Call Admission Control Locations-based call admission control (CAC) is used in the Unified CCE branch-office call flow model (also known as the Centralized Model). This means that all servers (Unified CVP, Unified CCE, Unified Communications Manager, and SIP Proxy server) are centralized in one or two data centers, and each branch office. Configure Unified Communications Manager to use the Ingress gateway instead of Unified CVP as the originating location of the call. This configuration ensures that CAC can be properly adjusted based on the locations of the calling endpoint and the phone. Important Do not define Unified CVP as a gateway device in Unified Communications Manager. Procedure In Cisco Unified CM Administration, define the Ingress gateways as gateway devices. Assign the correct location to the devices. Configure Route Group Complete the following procedure to create a route group. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 In Unified Communications Manager, select Call Routing > Route Hunt > Route Group. Click Add New. Enter a name for the route group; for example, CVP Route Group. Using the Add to Route Group button, add all CVP Trunks as Selected Devices. Click Save. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 94 Add a SIP Profile in Unified CM Configure Route List Complete the following procedure to add a route list to the route group. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 In Unified Communications Manager, select Call Routing > Route Hunt > Route List. Click Add New. Enter a name for the route list; for example, CVP Route List. Select a Cisco Unified Communications Manager Group. Add the route group you created. Click Save. Configure Route Pattern Complete the following procedure to add a route pattern to the route list. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 In Unified Communications Manager, select Call Routing > Route Hunt > Route Pattern. Click Add New. Enter a route pattern of 8881111000XXXX. Select the route list that you created. Keep all defaults in all panels Click Save. Click OK at the message about the Forced Authorization Code. You do not want a Forced Authorization Code. Add a SIP Profile in Unified CM This option allows a dual-stack SIP trunk to offer both IPv4 and IPv6 media. Perform this procedure for IPv6-enabled deployments only. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 95 Configure Trunk Procedure Step 1 Step 2 Step 3 Step 4 From Cisco Unified CM Administration, choose Device > Device Settings > SIP Profile. Click Add New and enter the name of the SIP profile. Check the Enable ANAT check box on the SIP Profile. Save your changes. Configure Trunk There are four Unified CVP servers, and each must be associated with a SIP trunk in Unified Communications Manager. The following procedure explains how to configure four SIP trunks, each targeting a different Unified CVP server. Actual customer site topology may necessitate the use of alternate SIP trunk plans, which are supported as long as all four Unified CVP servers are targeted by the configured SIP trunks. Procedure Step 1 Step 2 Step 3 Step 4 In Unified Cisco CM Administration, select Device > Trunk. Click Add New. From the Trunk Type drop-down list, choose SIP Trunk, and then click Next. Enter the following in the Device Information section: a) b) c) d) Step 5 In the Device Name field, enter a name for the SIP trunk, for example, sipTrunkCVP1A. In the Device Pool drop-down list, select the device pool that the customer has defined. Select a Media Resource Group List from the list. Make sure that the Media Termination Point Required check box is not checked. Scroll down to the SIP Information section: a) In Row 1 of the Destination table, enter the IP address of a CVP server. Accept the default destination port of 5060. b) In the SIP Trunk Security Profile drop-down list, select Non Secure SIP Trunk Profile. c) In the SIP Profile drop-down list, select Standard SIP Profile. d) In the DTMF Signaling Method drop-down list, select RFC 2833. Step 6 Step 7 Step 8 Click Save. Click Reset. Repeat for all the remaining Unified CVP servers in the deployment. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 96 CHAPTER 14 Configure Cisco Unified Intelligence Center • Cisco Unified Intelligence Center Configuration, page 97 • Configure Unified Intelligence Center Data Sources for External AW-HDS-DDS, page 97 • Download Report Bundles, page 98 • Import Report Bundles, page 99 • Configure Unified Intelligence Center Administration, page 100 Cisco Unified Intelligence Center Configuration This chapter contains the configuration procedures you must perform to configure Unified Intelligence Center on Side A and Side B. Configure Unified Intelligence Center Data Sources for External AW-HDS-DDS Perform this procedure only if your deployment includes an external AW-HDS-DDS. Before You Begin Configure the Unified Intelligence Center SQL user for the External AW-HDS-DDS databases before configuring the data sources. For more information, see Configure Unified Intelligence Center SQL User Account on the External AW-HDS-DDS, on page 125. Procedure Step 1 Step 2 Step 3 Sign in to Unified Intelligence Center with your Cisco Intelligence Center administrator account (https://<hostname>:8444/cuic). Click Data Sources in the left panel. Select the Unified CCE Historical Data Source. Click Edit. a) In the Datasource Host field, enter the IP Address of the external AW-HDS-DDS server. b) In the Port field, enter 1433. c) In the Database Name field, enter {instance}_awdb. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 97 Download Report Bundles d) Leave the Instance field blank. e) Select the Timezone. f) In the Database User ID, enter the user name that you configured for the Cisco Unified Intelligence Center SQL Server user account. g) Enter and confirm the SQL Server User password. h) Select the Charset based on the collation of SQL Server installation. i) Click Test Connection. j) Click Save. Step 4 Click the Secondary tab to configure Unified CCE Historical Data Source. a) Check the Failover Enabled checkbox. b) In the Datasource Host field, enter the IP address of the second external AW-HDS-DDS server. c) In the Port field, enter 1433. d) In the Database Name field, enter {instance}_awdb. e) Complete other fields as in the Primary tab. f) Click Test Connection. g) Click Save. Step 5 Repeat this procedure for the Unified CCE Realtime Data Source. The Database Name for the Realtime Data Source is {instance}_awdb. Related Topics Configure Unified Intelligence Center SQL User Account on the External AW-HDS-DDS, on page 125 Download Report Bundles The following Cisco Unified Intelligence Center report bundles are available as downloads from Cisco.com http://software.cisco.com/download/type.html?mdfid=282163829&catid=null. Click the Intelligence Center Reports link to view all available report bundles: • Realtime and Historical Transitional templates - Introductory templates designed for new users. These templates are simplified versions of the All Fields templates, and are similar to templates available in other contact center solutions. • Realtime and Historical All Fields templates - Templates that provide data from all fields in a database. These templates are most useful as a basis for creating custom report templates. • Live Data templates - Templates that provide up to the moment data for contact center activity. • Realtime and Historical Outbound templates - Templates for reporting on Outbound Option activity. Import these templates if your deployment includes Outbound Option. • Realtime and Historical Cisco SocialMiner templates - Templates for reporting on SocialMiner activity. Import these templates if your deployment includes SocialMiner. • Cisco Unified Intelligence Center Admin Security templates - Templates to report on Cisco Unified Intelligence Server audit trails, permissions, and template ownership. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 98 Import Report Bundles Some of the templates in these bundles are not applicable in Cisco Packaged CCE deployment. See the Cisco Packaged Contact Center Enterprise Reporting User Guide at http://www.cisco.com/en/US/products/ps12586/ tsd_products_support_series_home.html for more information about the templates used in Packaged CCE deployments. Additionally, sample custom report templates are available from Cisco DevNet (https://developer.cisco.com/ site/reporting/documentation/) and include templates for: • Cisco Unified E-Mail Interaction Manager (Unified EIM) • Cisco Unified Web Interaction Manager (Unified WIM) • Cisco Unified Customer Voice Portal (Unified CVP) When downloading report template bundles, select bundles for the version of software deployed in your contact center. Import Report Bundles Procedure Step 1 Step 2 In Unified Intelligence Center, click Reports in the left pane. Click Import Report. Step 3 In the File Name (XML or ZIP file) field, click Browse. Step 4 Browse to and select the report bundle zip file, and click Open. Select a report bundle for the version of software deployed in the contact center. Step 5 Step 6 Step 7 Select the location where you want to save the file. Click Import. Choose one: • If the report or reports do not yet exist, you must provide the data source. From the Data Source for ValueList drop-down list, select the data source used. Then click Import. Note You have to select a data source for the value list only if it does not use the same data source as the report definition. For LiveData reports, the Data Source for ReportDefinition is LiveData Streaming and the Data Source for ValueList is UCCE Realtime. For real time reports, the Data Source is UCCE Realtime. For historical reports, the Data Source is UCCE Historical. • If the report or reports do exist, a message appears asking you if you want to replace the existing report (which overwrites any report definition changes associated to it). Click Yes, Yes to All, No, or No to All. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 99 Configure Unified Intelligence Center Administration Configure Unified Intelligence Center Administration Procedure Step 1 Sign in to the Cisco Unified Intelligence Center Administration Console (https://<hostname>:8443/oamp). Step 2 Configure the Active Directory tab under Cluster Configuration > Reporting Configuration. a) b) c) d) e) f) g) h) i) j) Enter the Host Address for the Primary Active Directory Server. Leave the default value for Port. Complete the Manager Distinguished Name fields. Enter and confirm the password with which the Manager accesses the domain controller. For User Search Base, specify the Distinguished Name of the domain you want to search. For Attribute for User ID, select sAMAccountName. Add at least one domain for the UserName Identifier. Do not type the @ sign before the domain name. Set a domain as the default. Click Test Connection. Click Save. For more details, see the online help. Configure syslog for all devices. a) Choose Device Management > Log and Trace Settings. b) For each host address: Note Step 3 • Select the associated servers and click the arrow to expand. • Select the server name. • In the Edit Serviceability Settings screen Syslog Settings pane, configure the Primary and Backup Host. Click Save. Step 4 Configure SNMP for all devices, if used. a) Select Network Management > SNMP. b) Navigate to SNMP and for each server add the following: • V1/V2c Community Strings. • Notification Destination. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 100 CHAPTER 15 Configure Cisco Finesse • Cisco Finesse Configuration, page 101 • Configure Contact Center Agents and Routing for Live Data Reports, page 101 • Disable Agent Queue Statistics Gadget in Default Desktop Layout, page 102 • Live Data Reports, page 102 Cisco Finesse Configuration This chapter contains the configuration procedures you must perform to configure Cisco Finesse on Side A and Side B. Configure Contact Center Agents and Routing for Live Data Reports In order to test the Live Data reports in the Finesse desktops, configure the following in Unified CCE Administration (https://<Side A/B Unified CCE Data Server IP address>/cceadmin): • Agents • Skill groups or precision queues • Call types • Dialed numbers • Network VRU scripts • Routing scripts Note Routing scripts are configured in Script Editor, which you can open from Unified CCE Administration Tools. For instructions, see the Cisco Packaged Contact Center Enterprise Administration and Configuration Guide at http://www.cisco.com/c/en/us/support/customer-collaboration/packaged-contact-center-enterprise/ products-maintenance-guides-list.html. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 101 Disable Agent Queue Statistics Gadget in Default Desktop Layout Disable Agent Queue Statistics Gadget in Default Desktop Layout The Agent Queue Statistics gadget (QueueStatistics.jsp) is enabled by default in the default desktop layout XML code. However, this gadget is not supported for the Agent role in Packaged CCE deployments. The Live Data Reports gadgets provide equivalent functionality for the Agent role. This procedure explains how to disable the Agent Queue Statistics Gadget in the default desktop layout for the Agent role. Use this procedure after a fresh installation of Cisco Finesse. If you have upgraded Cisco Finesse, complete the Finesse postupgrade desktop layout tasks before performing this procedure. Procedure Step 1 Sign in to Finesse administration (https://<FQDN of Finesse server>/cfadmin). If you are using an IPv6 client, you must include the port number in the URL (https://<FQDN of Finesse Primary node>:8445/cfadmin). Step 2 Step 3 Click the Desktop Layout. Either: • Delete the Agent Queue Statistics Gadget from the XML: <gadget>/desktop/gadgets/QueueStatistics.jsp</gadget> • Disable the gadget by adding comment characters (<!-- and -->) to the Agent Queue Statistics Gadget for the Agent roles, as follows: <!-- <gadget>/desktop/gadgets/QueueStatistics.jsp</gadget> --> Step 4 Click Save. Related Topics Finesse Desktop Layout Postupgrade Tasks, on page 177 Live Data Reports Cisco Unified Intelligence Center provides Live Data real-time reports that you can add to the Finesse desktop. Prerequisites for Live Data Before you add Live Data reports to the desktop, you must meet the following prerequisites: • Download the Live Data reports from Cisco.com and import them into Cisco Unified Intelligence Center. Verify that the reports are working in Unified Intelligence Center. • Ensure that user synchronization is enabled for Cisco Unified Intelligence Center. For more information, see the Administration Console User Guide for Cisco Unified Intelligence Center at http:// www.cisco.com/c/en/us/support/customer-collaboration/unified-intelligence-center/ products-maintenance-guides-list.html. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 102 Live Data Reports • For HTTPS, you must upload security certificates to the Finesse and Cisco Unified Intelligence Center servers. Both Finesse and Cisco Unified Intelligence Center are installed with self-signed certificates. However, if you use the self-signed certificates, agents and supervisors must accept certificates in the Finesse desktop when they sign in before they can use the Live Data gadget. To avoid this requirement, you can provide a CA certificate instead. You can obtain a CA certificate from a third-party certificate vendor or produce one internal to your organization. Related Topics Download Report Bundles, on page 98 Import Report Bundles, on page 99 Certificates for Live Data, on page 182 Add Live Data Reports to Finesse The following sections describe how to add the Live Data reports to the Finesse desktop. The procedure that you follow depends on several factors, described in the following table. Procedure When to use Add Live Data reports to default desktop layout Use this procedure if you want to add Live Data reports to the Finesse desktop after a fresh installation or after an upgrade if you have not customized the default desktop layout. Add Live Data reports to custom desktop layout Use this procedure if you have customized the Finesse desktop layout. Add Live Data reports to team layout Use this procedure if you want to add Live Data reports to the desktop layout for specific teams only. Add Live Data Reports to Default Desktop Layout The Finesse default layout XML contains commented XML code for the Live Data report gadgets available for the Finesse desktop. The gadgets are divided into two categories: HTTPS version of Live Data gadgets and HTTP version of Live Data gadgets. This procedure explains how to add the Live Data report gadgets to the default desktop layout. Use this procedure after a fresh installation of Finesse. If you upgraded Finesse but do not have a custom desktop layout, click Restore Default Layout on the Manage Desktop Layout gadget and then follow the steps in this procedure. Note that line breaks and spaces that appear in the example text are provided only for readability and must not be included in the actual code. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 103 Live Data Reports Procedure Step 1 Sign in to the Finesse administration console (https://FQDN of Finesse server:Port Number(8445)/cfadmin), in which FQDN refers to the fully qualified domain name. Step 2 Step 3 Click the Desktop Layout tab. Remove the comment characters (<!-- and -->) from each report that you want to add to the desktop layout. Make sure you choose the reports that match the method your agents use to access the Finesse desktop (HTTP or HTTPS). Replace my-cuic-server with the fully qualified domain name of your Cisco Unified Intelligence Center Server. Optionally, change the gadget height. Step 4 Step 5 Example: The height specified in the Live Data gadget URLs is 310 pixels. If you want to change the height, change the gadgetHeight parameter in the URL to the desired value. For example, if you want the gadget height to be 400 pixels, change the code as follows, replacing 310 with 400: <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp? gadgetHeight=400&viewId_1=99E6C8E210000141000000D80A0006C4& filterId_1=agent.id=CL%20teamName&viewId_2=9AB7848B10000141000001C50A0006C4& filterId_2=agent.id=CL%20teamName </gadget> To maintain the optimal display of the gadget with scroll bars, set the value for the gadget height to a minimum of 200 pixels. If the report does not require scroll bars, for example a one-row report, you can set a smaller gadget height (for example, 100 pixels). If you do not specify anything for the gadget height (if you remove the 310 from the URL), it defaults to 170 pixels. Step 6 Click Save. Note After you add a gadget, sign in to the Finesse desktop and make sure it appears the way you want. If you use a report with a large number of rows, you may want to adjust the gadget height or the screen resolution on the computer used to access the desktop to make the report easier to read or make more rows appear on the screen without needing to scroll down. Agents who are signed in when you change the desktop layout must sign out and sign back in to see the change on their desktops. Add Live Data Reports to Custom Desktop Layout The Finesse default layout XML contains commented XML code for the Live Data report gadgets available for the Finesse desktop. The gadgets are divided into two categories: HTTPS version of Live Data gadgets and HTTP version of Live Data gadgets. This procedure explains how to add the Live Data report gadgets to a custom desktop layout. Note that line breaks and spaces that appear in the example text are provided only for readability and must not be included in the actual code. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 104 Live Data Reports Procedure Step 1 Step 2 Step 3 Step 4 Sign in to the Finesse administration console. Click the Desktop Layout tab. Click Finesse Default Layout XML to show the default layout XML. Copy the XML code for the report you want to add from the Finesse default layout XML. Example: To add the Agent Report for HTTPS, copy the following: <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp? gadgetHeight=310&viewId_1=99E6C8E210000141000000D80A0006C4& filterId_1=agent.id=CL%20teamName& viewId_2=9AB7848B10000141000001C50A0006C4& filterId_2=agent.id=CL%20teamName </gadget> Step 5 Paste the XML within the tab tags where you want it to appear. Example: To add the report to the home tab of the agent desktop: <layout> <role>Agent</role> <page> <gadget>/desktop/gadgets/CallControl.jsp</gadget> </page> <tabs> <tab> <id>home</id> <label>finesse.container.tabs.agent.homeLabel</label> <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp? gadgetHeight=310&viewId_1=99E6C8E210000141000000D80A0006C4& filterId_1=agent.id=CL%20teamName& viewId_2=9AB7848B10000141000001C50A0006C4& filterId_2=agent.id=CL%20teamName </gadget> </tab> <tab> <id>manageCall</id> <label>finesse.container.tabs.agent.manageCallLabel</label> </tab> </tabs> </layout> Step 6 Step 7 Replace my-cuic-server with the fully qualified domain name of your Cisco Unified Intelligence Center Server. Optionally, change the gadget height. Example: The height specified in the Live Data gadget URLs is 310 pixels. If you want to change the height, change the gadgetHeight parameter in the URL to the desired value. For example, if you want the gadget height to be 400 pixels, change the code as follows: <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp? gadgetHeight=400&viewId_1=99E6C8E210000141000000D80A0006C4& filterId_1=agent.id=CL%20teamName&viewId_2=9AB7848B10000141000001C50A0006C4& filterId_2=agent.id=CL%20teamName </gadget> To maintain the optimal display of the gadget with scroll bars, set the value for the gadget height to a minimum of 200 pixels. If the report does not require scroll bars, for example a one-row report, you can set a smaller Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 105 Live Data Reports gadget height (for example, 100 pixels). If you do not specify anything for the gadget height (if you remove the 310 from the URL), it defaults to 170 pixels. Step 8 Click Save. Note After you add a gadget, sign in to the Finesse desktop and make sure it appears the way you want. If you use a report with a large number of rows, you may want to adjust the gadget height or the screen resolution on the computer used to access the desktop to make the report easier to read or make more rows appear on the screen without needing to scroll down. Agents who are signed in when you change the desktop layout must sign out and sign back in to see the change on their desktops. Add Live Data Reports to Team Layout The Finesse default layout XML contains commented XML code for the Live Data report gadgets available for the Finesse desktop. The gadgets are divided into two categories: HTTPS version of Live Data gadgets and HTTP version of Live Data gadgets. This procedure explains how to add the Live Data report gadgets to the desktop layout of a specific team. Note that line breaks and spaces that appear in the example text are provided only for readability and must not be included in the actual code. Procedure Step 1 Copy the XML code for the report you want to add from the Finesse default layout XML. Example: To add the Agent Report for HTTPS, copy the following: <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp? gadgetHeight=310&viewId_1=99E6C8E210000141000000D80A0006C4& filterId_1=agent.id=CL%20teamName&viewId_2=9AB7848B10000141000001C50A0006C4& filterId_2=agent.id=CL%20teamName </gadget> Step 2 Step 3 Step 4 Step 5 Step 6 Click the Team Resources tab. Select the team from the list of teams for which you want to add the report. In the Resources for <team name> area, click the Desktop Layout tab. Check the Override System Default check box. Paste the XML within the tab tags where you want it to appear. Example: To add the report to the home tab of the agent desktop: <layout> <role>Agent</role> <page> <gadget>/desktop/gadgets/CallControl.jsp</gadget> </page> <tabs> <tab> <id>home</id> <label>finesse.container.tabs.agent.homeLabel</label> <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp? Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 106 Live Data Reports gadgetHeight=310&viewId_1=99E6C8E210000141000000D80A0006C4& filterId_1=agent.id=CL%20teamName& viewId_2=9AB7848B10000141000001C50A0006C4& filterId_2=agent.id=CL%20teamName </gadget> </tab> <tab> <id>manageCall</id> <label>finesse.container.tabs.agent.manageCallLabel</label> </tab> </tabs> </layout> Step 7 Step 8 Replace my-cuic-server with the fully qualified domain name of your Cisco Unified Intelligence Center Server. Optionally, change the gadget height. Example: The height specified in the Live Data gadget URLs is 310 pixels. If you want to change the height, change the gadgetHeight parameter in the URL to the desired value. For example, if you want the gadget height to be 400 pixels, change the code as follows: <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp? gadgetHeight=400&viewId_1=99E6C8E210000141000000D80A0006C4& filterId_1=agent.id=CL%20teamName&viewId_2=9AB7848B10000141000001C50A0006C4& filterId_2=agent.id=CL%20teamName </gadget> To maintain the optimal display of the gadget with scroll bars, set the value for the gadget height to a minimum of 200 pixels. If the report does not require scroll bars, for example a one-row report, you can set a smaller gadget height (for example, 100 pixels). If you do not specify anything for the gadget height (if you remove the 310 from the URL), it defaults to 170 pixels. Step 9 Click Save. Note After you add a gadget, sign in to the Finesse desktop and make sure it appears the way you want. If you use a report with a large number of rows, you may want to adjust the gadget height or the screen resolution on the computer used to access the desktop to make the report easier to read or make more rows appear on the screen without needing to scroll down. Agents who are signed in when you change the desktop layout must sign out and sign back in to see the change on their desktops. Modify Live Data Stock Reports for Finesse This procedure describes how to modify the Live Data stock reports in Cisco Unified Intelligence Center and add the modified report to the Finesse desktop layout. Note that line breaks and spaces that appear in the example text are provided only for readability and must not be included in the actual code. Note To make sure the modified gadget renders in the Finesse desktop, you must give the appropriate permission for that report in Cisco Unified Intelligence Center. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 107 Live Data Reports Procedure Step 1 Copy the gadget URL for the report you want to modify from the Finesse default layout XML and paste it into a text editor. Example: If you want to modify the Agent Report for HTTPS, copy the following URL and paste it into a text editor: <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp? gadgetHeight=310&viewId_1=99E6C8E210000141000000D80A0006C4& filterId_1=agent.id=CL%20teamName&viewId_2=9AB7848B10000141000001C50A0006C4& filterId_2=agent.id=CL%20teamName </gadget> Step 2 In Cisco Unified Intelligence Center, in Edit view of the report, select the view for which you want to create a gadget URL and then click Links. The HTML Link field displays the permalink of the customized report. Step 3 Copy the permalink of the customized report from the HTML Link field, and paste it in a text editor. Then copy the viewId value from this link into the desired view. Example: Copy the viewId, which is underlined in this example, from the permalink for the report. https://<Server Name>:8444/cuic/permalink/PermalinkViewer.htmx? viewId=5C90012F10000140000000830A4E5B33&linkType=htmlType&viewType=Grid Step 4 Step 5 Step 6 Replace the desired viewId value in the gadget URL with the viewId value from the permalink of the customized report. Replace my-cuic-server with the FQDN of the Cisco Unified Intelligence Center Server. Add the customized gadget URL to the desktop layout XML in the Manage Desktop Layout gadget and click Save. Note After you add the gadget, sign in to the Finesse desktop and make sure it appears the way you want. If you use a report with a large number of rows, you may want to adjust the gadget height or the screen resolution on the computer used to access the desktop to make the report easier to read or make more rows appear on the screen without the need to scroll. Agents who are signed in when you change the desktop layout must sign out and sign back in to see the change on their desktops. Configure Live Data Reports with Multiple Views Cisco Unified Intelligence Center allows you to display multiple Live Data reports or views on a single gadget. Agents can select the desired view to display from a drop-down list on the gadget toolbar, which lists up to five report views in Report Name - View Name format. This procedure describes how to add multiple Live Data views to the Finesse desktop layout using the viewId_n and filterId_n keys. You can specify up to five report views to appear in your gadget. The first view among the five is the default view. There is no defined order for how the remaining views are displayed. Finesse still supports the display of a single gadget using a single viewId. However, if you specify the single viewId along with multiple viewId_n keys, the multiple views are used and the single viewId is ignored. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 108 Live Data Reports Note To make sure the modified gadget renders in the Finesse desktop, you must give the appropriate permission for that report in Unified Intelligence Center. Procedure Step 1 For each report or view that you want to include in the gadget, obtain the associated viewId from the permalink for the view: a) In Unified Intelligence Center, in Edit view of the report, select the desired view then click Links. The HTML Link field displays the permalink of the customized report. b) Copy the permalink of the customized report from the HTML Link field, and paste it in a text editor, and then copy the viewID value from the permalink and save it. Example: Copy the viewId, which is underlined in this example, from the permalink for the report. https://<Server Name>:8444/cuic/permalink/PermalinkViewer.htmx? viewId=5C90012F10000140000000830A4E5B33&linkType=htmlType&viewType=Grid Step 2 From the Finesse default layout XML, copy the gadget URL for one of the Live Data reports and paste it into a text editor. Example: Copy the URL for the Agent Skill Group for HTTPS from the default layout XML and paste it into a text editor: <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp?gadgetHeight=310& viewId_1=9AB7848B10000141000001C50A0006C4&filterId_1=agent.id=CL%20teamName</gadget> Step 3 To update the URL to refer to a different report view, populate the viewId_1 value (after the equal sign) with the desired viewId obtained in step 1. Example: The following shows the URL updated with the example viewId copied from step 1. <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp?gadgetHeight=310& viewId_1=5C90012F10000140000000830A4E5B33&filterId_1=agent.id=CL%20teamName</gadget> Step 4 For each additional view you want to include: a) At the end of the URL, copy and paste the viewId_1 and agentId_1 strings with a leading ampersand. Example: <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp?gadgetHeight=310& viewId_1=5C90012F10000140000000830A4E5B33&filterId_1=agent.id=CL%20teamName& viewId_1=5C90012F10000140000000830A4E5B33&filterId_1=agent.id=CL%20teamName</gadget> b) Update the copied viewId_1 and filterId_1 in the URL to the next available integer (in this example, viewId_2 and filterId_2). Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 109 Live Data Reports Example: <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp?gadgetHeight=310& viewId_1=5C90012F10000140000000830A4E5B33&filterId_1=agent.id=CL%20teamName& viewId_2=5C90012F10000140000000830A4E5B33&filterId_2=agent.id=CL%20teamName</gadget> c) Populate the copied viewId value (after the equal sign) with the value defined in the permalink for the desired report (in this example, 99E6C8E210000141000000D80A0006C4). Example: <gadget>https://my-cuic-server:8444/cuic/gadget/LiveData/LiveDataGadget.jsp?gadgetHeight=310& viewId_1=5C90012F10000140000000830A4E5B33&filterId_1=agent.id=CL%20teamName& viewId_2=99E6C8E210000141000000D80A0006C4&filterId_2=agent.id=CL%20teamName</gadget> d) Make sure that the filterId value matches the type required by the report type, as follows: • Agent Reports: filterId_N=agent.id=CL%20teamName • Agent Skill Group Reports: filterId_N=agent.id=CL%20teamName • Skill Group Reports: filterId_N=skillGroup.id=CL%20teamName • Precision Queue Reports: filterId_N=precisionQueue.id=CL%20teamName Step 5 Step 6 Replace my-cuic-server with the fully qualified domain name of your Cisco Unified Intelligence Center Server. Add the customized gadget URL to the desktop layout XML in the Manage Desktop Layout gadget and click Save. Note After you add the gadget, sign in to the Finesse desktop and make sure it appears the way you want. If you use a report with a large number of rows, you may want to adjust the gadget height or the screen resolution on the computer used to access the desktop to make the report easier to read or make more rows appear on the screen without the need to scroll. Agents who are signed in when you change the desktop layout must sign out and sign back in to see the change on their desktops. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 110 CHAPTER 16 Configure IPv6 • IPv6 Configuration, page 111 • Set Up IPv6 for VOS-Based Contact Center Applications, page 111 • Configure NAT64 for IPv6-Enabled Deployments, page 113 • Configure IPv6 on Unified CVP Call Server, page 115 • Configure Gateways to Support IPv6, page 115 • Configure IPv6 on Unified Communications Manager, page 116 IPv6 Configuration Packaged CCE can support IPv6 connections for agent and supervisor Finesse desktops and phones. An IPv6-enabled deployment can use either all IPv6 endpoints or a mix of IPv4 and IPv6 endpoints. Servers that communicate with these endpoints can accept both IPv4 and IPv6 connections. Communication between servers continues to use IPv4 connections. This chapter contains the configuration procedures that you perform for IPv6-enabled deployments. Set Up IPv6 for VOS-Based Contact Center Applications By default, only IPv4 is enabled for Unified Communications Manager, Cisco Finesse, and Unified Intelligence Center. If you choose to enable IPv6 on these applications, you must enable it on both the publisher/primary nodes and subscriber/secondary nodes for those applications. You can use Cisco Unified Operating System Administration or the CLI to enable IPv6. See the Cisco Packaged Contact Center Enterprise Design Guide at http://www.cisco.com/c/en/us/support/ customer-collaboration/packaged-contact-center-enterprise/products-technical-reference-list.html for more information about IPv6 support in Packaged CCE deployments. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 111 Set Up IPv6 for VOS-Based Contact Center Applications Set Up IPv6 Using Cisco Unified Operating System Administration To set up IPv6 using Cisco Unified Operating System Administration, perform the following procedure on the primary and secondary VOS servers. Procedure Step 1 Sign into Cisco Unified Operating System Administration on the Publisher/Primary node:. • Unified Communications Manager and Unified Intelligence Center: https://<host or IP address of the Publisher or Primary node>/cmplatform • Finesse: https://FQDN of the Primary node:8443/cmplatform Step 2 Step 3 Step 4 Step 5 Navigate to Settings > IP > Ethernet IPv6. Step 6 Click Save. The server restarts. Repeat this procedure on the subscriber/secondary node. Step 7 Check the Enable IPv6 check box. Enter values for IPv6Address, Prefix Length, and Default Gateway. Check the Update with Reboot check box. Set Up IPv6 for VOS-Based Applications Using the CLI To set up IPv6 using the CLI, perform the following procedure on both the primary and secondary VOS servers. Procedure Step 1 Step 2 Access the CLI on the VOS server. To enable or disable IPv6, enter: set network ipv6 service {enable | disable} Step 3 Set the IPv6 address and prefix length: set network ipv6 static_address addr mask Example: set network ipv6 static_address 2001:db8:2::a 64 Step 4 Set the default gateway: set network ipv6 gateway addr Step 5 Restart the system for the changes to take effect. utils system restart Step 6 To display the IPv6 settings, enter: show network ipv6 settings Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 112 Configure NAT64 for IPv6-Enabled Deployments Configure NAT64 for IPv6-Enabled Deployments NAT64 allows communication between IPv6 and IPv4 networks. For IPv6-enabled deployments, you must set up NAT64 so that supervisors on an IPv6 network can access Unified CCE Administration web tools on an IPv4 network. You can use either Stateful and Stateless NAT64. To read more about which translation type is the most appropriate for your deployment see Table 2. Comparison Between Stateless and Stateful NAT64 here: http:/ /www.cisco.com/c/en/us/products/collateral/ios-nx-os-software/enterprise-ipv6-solution/white_paper_ c11-676278.html Note NAT64 is NOT supported on M train IOS. T train is required. For more information, see the Compatibility Matrix for Packaged Contact Center Enterprise at http:// docwiki.cisco.com/wiki/Compatibility_Matrix_for_Packaged_CCE. The following example network diagram and interface configuration demonstrates Stateful NAT64 translation between an IPv6 network and an IPv4 network. interface GigabitEthernet0/0 description ipv4-only interface ip address 10.10.10.81 255.255.255.128 duplex auto speed auto nat64 enable no mop enabled interface GigabitEthernet0/1 description ipv6-only interface no ip address duplex auto speed auto nat64 enable ipv6 address 2001::1/64 ipv6 enable ipv6 unicast-routing ipv6 cef ! nat64 prefix stateful 3001::/96 nat64 v4 pool POOL1 10.10.10.129 10.10.10.250 nat64 v6v4 list V6ACL1 pool POOL1 overload ipv6 router rip RIPv6 ! ipv6 router rip RIP ! Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 113 Configure NAT64 for IPv6-Enabled Deployments ipv6 access-list V6ACL1 permit ipv6 2001::/64 any Configure DNS for IPv6 To meet the requirement that Unified CCE Administration be accessed by FQDN, a Forward lookup AAAA record for the Unified CCE Data Servers and any External AW-HDS-DDS servers must be created in DNS. The steps in this procedure are for a Windows DNS server. Procedure Step 1 Step 2 Step 3 Step 4 In Windows, navigate to Administrative Tools > DNS. This opens the DNS Manager. In the Forward lookup zone, navigate to your deployment's domain name. Right-click the domain name and select New Host (A or AAAA). In the New Host dialog box, enter the computer name and IP address of the Unified CCE Data Servers and any External AW-HDS-DDS servers. Click Add Host. Determine IPv6 Translation of IPv4 Address for DNS Entry You can determine the IPv6 address needed for the AAAA DNS record by running a ping command on any Windows machine using mixed notation. Type “ping -6” followed by your IPv6 Nat64 Prefix, two colons, and then the IPv4 address. In the ping response, the IPv4 address is converted to the hexadecimal equivalent. Use this address in your static AAAA record. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 114 Configure IPv6 on Unified CVP Call Server Note Optionally, DNS64 can be used in place of static DNS entries. Use of DNS64 helps facilitate translation between IPv6 and IPv4 networks by synthesizing AAAA resource records from A resource records. The NAT64 Technology: Connecting IPv6 and IPv4 Networks whitepaper gives an overview of DNS64 and how it is used with IPv6: http://www.cisco.com/c/en/us/products/collateral/ios-nx-os-software/ enterprise-ipv6-solution/white_paper_c11-676278.html. Configure IPv6 on Unified CVP Call Server For IPv6-enabled deployments, you must add an IPv6 address to your Unified CVP Call Server's existing network interface. Perform this procedure only if you have an IPv6-enabled environment. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 On the Unified CVP Call Server, navigate to Control Panel > Network and Sharing. Click Ethernet. From the Ethernet Status window, select Properties. Check the Internet Protocol Version 6 (TCP/IPv6) check box, and choose Properties. Choose Use the following IPv6 address radio button. Enter values in the IPv6 address, Subnet prefix length, and Default gateway fields. Click OK and restart Windows when prompted. Configure Gateways to Support IPv6 For IPv6-enabled deployments, you must configure your Ingress and VXML gateways to enable IPv6 addressing. Configure an Interface to Support IPv6 Protocol Stack This procedure applies to both the Ingress and the VXML gateway. Procedure Configure the following on the Gateway: >Enable >configure terminal >interface type number >ipv6 address{ ipv6-address / prefix-length | prefix-name sub-bits / prefix-length} >ipv6 enable Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 115 Configure IPv6 on Unified Communications Manager Enable ANAT in Ingress Gateway Procedure Configure the following on the Gateway: >conf t >voice service voip >SIP >ANAT >bind control source-interface GigabitEthernet0/2 >bind media source-interface GigabitEthernet0/2 Enable Dual Stack in the Ingress Gateway Procedure Configure the following on the Gateway: >conf t >sip-ua >protocol mode dual-stack preference ipv6 Configure IPv6 on Unified Communications Manager In an IPv6-enabled environment, you must perform the procedures in this section to configure IPv6 on Unified Communications Manager. Cluster-Wide Configuration in Unified CM Administration Perform the following procedure to set IPv6 as the addressing mode preference for media and signaling cluster-wide. Procedure Step 1 Step 2 From Cisco Unified CM Administration, choose System > Enterprise Parameters > IPv6 Configuration Modes to configure the cluster-wide IPv6 settings for each Unified Communications Manager server. From the Enable IPv6 drop-down list, choose True. Step 3 Step 4 Step 5 Step 6 From the IP Addressing Mode Preference for Media drop-down list, choose IPv6. From the IP Addressing Mode Preference for Signaling drop-down list, choose IPv6. From the Allow Auto-configuration for Phones drop-down list, choose Off. Save your changes. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 116 Configure IPv6 on Unified Communications Manager Transcoding In an IPv6-enabled environment, a transcoder is required for the following scenarios: • An agent logged in to an IPv6 endpoint needs to send or receive transfers from an agent logged in to an IPv4 endpoint. • An agent logged in to an IPv6 endpoint needs to connect to a VXML Gateway for self service. Related Topics Transcoder Configuration in Unified CM and IOS Gateway, on page 91 Add a Common Device Configuration Profile in Unified Communications Manager In an IPv6-enabled environment, you may have both IPv4 and IPv6 devices. Perform the following procedure to add an IPv4, IPv6, or dual stack common device configuration profile in Unified Communications Manager. Procedure Step 1 Step 2 Step 3 From Cisco Unified CM Administration, choose Device > Device Settings > Common Device Configuration. Click Add New and enter the name of the new common device configuration profile. From the IP Addressing Mode drop-down list: • To add an IPv6 common device configuration profile in Unified Communications Manager, choose IPv6 only. • To add an IPv4 common device configuration profile in Unified Communications Manager, choose IPv4 only. • To add a dual stack common device configuration profile in Unified Communications Manager, choose IPv4 and IPv6. Then choose IPv4 from the IP Addressing Mode Preference for Signaling drop-down list. Step 4 Save your changes. Associate the Common Device Configuration Profile with Gateway Trunk Perform the following procedure to associate the common device configuration profile with the Gateway trunk. This procedure applies to the Ingress Gateway. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 117 Configure IPv6 on Unified Communications Manager Procedure Step 1 Step 2 Step 3 From Cisco Unified CM Administration, choose Device > Trunk. Click Find. Choose the trunk profile that you want to view. From the Common Device Configuration drop-down list: • To associate the IPv6 common device configuration profile with the Gateway trunk, choose the IPv6 common device configuration profile. • To associate the IPv4 common device configuration profile with the Gateway trunk, choose the IPv4 common device configuration profile. Note Step 4 Step 5 Unified CM gateway trunk supports only an IPv4 or IPv6 trunk. You cannot associate a dual stack common device configuration profile to a Unified CM gateway trunk. Enter the IPv6 address in the Destination Address IPv6 field. Note Unified CM to Gateway trunk supports only standard SIP Profile and does not support ANAT enabled dual-stack SIP trunk. Save your changes. Associate the Common Device Configuration Profile with an IPv4 or IPv6 Phone Procedure Step 1 Step 2 Step 3 From Cisco Unified CM Administration, choose Device > Phone. Click Find. Choose the trunk profile that you want to view. From the Common Device Configuration drop-down list: choose the IPv6 common device configuration profile. • To associate the IPv6 common device configuration profile to an IPv6 phone, choose the IPv6 common device configuration profile. • To associate the IPv4 common device configuration profile to an IPv4 phone, choose the IPv4 common device configuration profle. Step 4 Save your changes. Associate a SIP Profile in Unified CM In an IPv6-enabled deployment, you must associate a SIP profile with the trunk you configured for Unified CVP. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 118 Configure IPv6 on Unified Communications Manager Procedure Step 1 Step 2 Step 3 Step 4 From Cisco Unified CM Administration, choose Device > Trunk. Click Find. Choose the trunk profile that you want to view. From the SIP Profile drop-down list, choose the SIP Profile you created. Note For more information on how to create a SIP Profile, see Add a SIP Profile in Unified CM, on page 95. Save your change. Related Topics Configure Trunk, on page 96 Associate the Dual Stack Common Device Configuration Profile with SIP Trunk Procedure Step 1 Step 2 Step 3 Step 4 From Cisco Unified CM Administration, choose Device > Trunk. Click Find. Choose the trunk profile that you want to view. From the Common Device Configuration drop-down list, choose the Dual Stack Common Device Configuration Profile. Note For more information on how to add a Dual Stack Common Device Configuration Profile, see Add a Common Device Configuration Profile in Unified Communications Manager, on page 117. Save your change. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 119 Configure IPv6 on Unified Communications Manager Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 120 PART IV Optional External AW-HDS-DDS • Install and Configure the External AW-HDS-DDS, page 123 CHAPTER 17 Install and Configure the External AW-HDS-DDS • Install and Configure the External AW-HDS-DDS, page 123 • Create an HDS Database for the External AW-HDS-DDS, page 124 • Configure the External AW-HDS-DDS , page 124 • Configure Unified Intelligence Center SQL User Account on the External AW-HDS-DDS, page 125 Install and Configure the External AW-HDS-DDS The default deployment pulls data from the Logger database on the Unified CCE Data Server, where Real-time, Historical and Call Detail Data are stored. Retention is 400 days for historical data and 40 days for Call Detail data. If you need a longer retention period, you can optionally install the Administration Server, Real Time and Historical Data Server, Detail Data Server (AW-HDS-DDS) on a maximum of two separate, external servers. Each external server is configured as Central Controller Side A Preferred or Central Controller Side B Preferred. Important The External AW-HDS-DDS must be able to connect to the Packaged CCE Side A and Side B ESXi hosts. Refer to the Virtualization for Unified Contact Center Enterprise at http://docwiki.cisco.com/wiki/ Virtualization_for_Unified_CCE for the requirements for the external AW-HDS-DDS server. Follow this sequence of tasks to install an external AW-HDS-DDS. Sequence Task 1 Install Microsoft Windows Server, on page 41 2 Install Antivirus Software, on page 38 3 Install Microsoft SQL Server, on page 46 4 Install Cisco Unified Contact Center Enterprise, on page 49 5 Configure SQL Server for CCE Components, on page 63 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 123 Create an HDS Database for the External AW-HDS-DDS Sequence Task 6 Configure the database drive for the amount of data you want to keep. See Configure a Database Drive, on page 37 7 Create an HDS Database for the External AW-HDS-DDS, on page 124 8 Configure the External AW-HDS-DDS , on page 124 9 Configure Unified Intelligence Center SQL User Account on the External AW-HDS-DDS, on page 125 10 Configure Unified Intelligence Center Data Sources for External AW-HDS-DDS, on page 97 11 If you have an IPv6 enabled deployment, configure a Forward lookup AAAA record for the External AW-HDS-DDS in DNS. See Configure DNS for IPv6, on page 114 Create an HDS Database for the External AW-HDS-DDS Create the HDS database using ICMDBA. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Open Cisco Unified CCE Tools > ICMdba. Expand the instance tree view until you can see the database under Administration & Data Server. Select Administration & Data Server. From the menu, select Database > Create. Click Add. Click the Data radio button, select the second disk drive, and enter the desired HDS size. Click OK. Click the Log radio button, select the second disk drive, and enter the desired log size. Click OK. Click Create. Configure the External AW-HDS-DDS Procedure Step 1 Step 2 Step 3 Step 4 Open Unified CCE Web Setup. Choose Component Management > Administration & Data Servers. Click Add. On the Deployment page, choose the current instance. On the Add Administration & Data Servers page, configure as follows: a) Click Enterprise. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 124 Configure Unified Intelligence Center SQL User Account on the External AW-HDS-DDS b) Click Small to Medium Deployment Size. c) Click Next. Step 5 Step 6 On the Server Role in a Small to Medium Deployment page, choose the option Administration Server Real-time and Historical Data Server, and Detail Data Server (AW-HDS-DDS). Click Next. On the Administration & Data Servers Connectivity page: a) Click the radio button for Primary Administration & Data Server. b) In the *Secondary Administration & Data Server field, enter the hostname for the server. c) In the *Primary Administration & Data Server field, enter the hostname for the server. d) In the *Primary/Secondary Pair (Site) Name field, enter CCE-AW-1 for the first External AW-HDS-DDS or CCE-AW-2 for the second External AW-HDS-DDS. e) Click Next. Step 7 On the Database and Options page, configure as follows: a) In the Create Database(s) on Drive field, choose C. b) DO NOT click the Agent Re-skilling web tool. Packaged CCE does not support this tool. Supervisors reskill agents using the Agent tool in Unified CCE Administration. c) Click Internet script editor. d) Click Next. Step 8 On the Central Controller Connectivity page, configure as follows: a) For Router Side A, enter the IP Address of the Unified CCE Call Server A. b) For Router Side B, enter the IP Address of the Unified CCE Call Server B. c) For Logger Side A, enter the IP Address of the Unified CCE Data Server A. d) For Logger Side B, enter the IP Address of the Unified CCE Data Server B. e) Enter the Central Controller Domain Name. f) Click Central Controller Side A Preferred or Central Controller Side B Preferred . g) Click Next. Step 9 Review the Summary page, and then click Finish. Configure Unified Intelligence Center SQL User Account on the External AW-HDS-DDS Procedure Step 1 Step 2 Launch Microsoft SQL Server Management Studio. Navigate to Security >Logins, right-click Logins and select New Login. This login is used when you configure the data sources for Cisco Unified Intelligence Center reporting. Step 3 On the General Screen: a) Enter the Login Name. b) Select SQL Server authentication. c) Enter and confirm the Password. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 125 Configure Unified Intelligence Center SQL User Account on the External AW-HDS-DDS d) Uncheck Enforce password policy. Step 4 Click User Mapping. a) Check the databases associated with the AWdb. b) Choose each database and associate it with the db_datareader and public roles, and click OK. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 126 PART V Version Upgrade • Common Ground Upgrade Process, page 129 • Upgrade System Requirements, page 131 • Preupgrade Tasks, page 133 • Prepare Side A for Upgrade, page 139 • Upgrade Side A, page 141 • Cut over from Side B to Side A, page 165 • Upgrade Side B, page 167 • Sync Side A and Side B, page 173 • Postupgrade Tasks, page 177 CHAPTER 18 Common Ground Upgrade Process • Common Ground Upgrade Process, page 129 Common Ground Upgrade Process The upgrade process for this Packaged CCE release is designed for minimal Contact Center downtime. While you are upgrading Side A, Side B remains operational. After you upgrade Side A, Contact Center activity resumes on Side A while you upgrade Side B. The upgrade includes both application and platform upgrades. You upgrade Windows-based components to Windows 2012. You upgrade the Unified CCE Data Servers and any optional External AW-HDS-DDS servers to Microsoft SQL Server 2014. Plan for each VOS-based application upgrade to take two to three hours. Important The upgrade requires three maintenance windows: • One maintenance window to shut down services on Side A to prepare upgrade. • A second maintenance window in the middle of upgrade to cut-over from Side B to Side A. You must bring down Side B before you bring up Side A. • A third maintenance window at the end of the upgrade to synchronize Side A to Side B. This guide steps you through the upgrade process for Packaged CCE, which includes the following major tasks: • Meeting the system requirements for upgrade. • Performing preupgrade tasks. • Upgrading all components on Side A. • Cutting over from Side A to Side B, during which you bring Side B down before bringing up Side A. • Upgrading all components on Side B. • Synchronizing Side A and Side B. • Performing postupgrade procedures. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 129 Common Ground Upgrade Process Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 130 CHAPTER 19 Upgrade System Requirements • Supported Upgrade Paths, page 131 • NTP Configuration Requirements, page 131 • Preupgrade System Requirements, page 132 Supported Upgrade Paths You can upgrade to this Packaged CCE release from any version of Packaged CCE Release 10.0 or Release 10.5. Before you upgrade Packaged CCE to Release 11.0(1), you must upgrade on-box or off-box Unified Communication Manager Publisher and Subscribers to Release 10.0(1) or later. Hardware Refresh with Common Ground Upgrade If you are performing a hardware refresh as part of the upgrade process, you must first prepare the target servers as described in the following documents: • Prepare Customer Site Servers, on page 7 • Virtualization for Cisco Packaged CCE at http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_ Packaged_CCE After you configure the servers, you can move the VMs to the servers and complete the common ground upgrade process. NTP Configuration Requirements Packaged CCE relies on time synchronization. Properly configuring NTP is critical for reliability of reporting data and cross-component communication. It's important to implement the requirements outlined in NTP and Time Synchronization, on page 20. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 131 Preupgrade System Requirements Preupgrade System Requirements For supported versions of all Cisco Contact Center and third-party software, see the Cisco Packaged CCE Software Compatibility Matrix at http://docwiki.cisco.com/wiki/Compatibility_Matrix_for_Packaged_CCE. Item Requirement VMware Host For supported ESXi versions, see the Virtualization for Cisco Packaged CCE at http://docwiki.cisco.com/ wiki/Virtualization_for_Cisco_Packaged_CCE. Sides A and B must be on the same ESXi version. Cisco Unified Communications Manager • Unified CM 10.0(1) and later maintenance releases • Unified CM 10.5(1) and later maintenance releases Contact Center Software licenses • Upgrade Unified CVP license using the Cisco Product Upgrade tool (PUT) • Upgrade the Unified Communications Manager license using the Communications Manager interface. Third-party software licenses • Microsoft Windows Server 2012 R2 Standard licenses & media for each Windows 2008 R2 Operating System upgrade: ◦10 licenses for on-box VMs, including optional Unified CVP Reporting server ◦1 license for optional external Unified CVP Reporting Server ◦1 license for each optional External AW-HDS-DDS • Microsoft SQL Server 2014 Standard licenses & media for SQL upgrade: ◦2 licenses for on-box Unified CCE Data Servers ◦1 license for each optional External HDS Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 132 CHAPTER 20 Preupgrade Tasks • Preupgrade Tasks, page 133 • Finesse Preupgrade Tasks, page 135 • Unified Intelligence Center Preupgrade Tasks, page 135 • Unified CCE Preupgrade Tasks, page 136 • Unified CVP Preupgrade Tasks, page 137 • Unified Communications Manager Preupgrade Tasks, page 137 Preupgrade Tasks Perform the tasks in the following table in the order that they are listed. Important You must perform the tasks in the order that they are listed in this table. Some tasks link to procedures in other parts of the guide. When you reach the end of a procedure, refer back to this table to determine what you must do next. Failure to perform upgrade tasks in the order listed in this table can cause the upgrade to fail. Step Task 1. In the Unified CCE Administration System Inventory tool, check the status of the alerts for the hosts and for each virtual machine (VM). Resolve any issues. Make sure that inventory alerts are at 0 before you continue. 2. Shut down Unified WIM and EIM. Reduce the impact of Side A services shutdown. Stopping Side A services to upgrade the components may force agents to sign out of their desktops and cause IP phones to rehome. If customers require agents to be active during the upgrade, you can reduce the impact of Side A shutdown by completing these preupgrade tasks. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 133 Preupgrade Tasks Step Task 3. Force phones to rehome to the Side B Unified Communications Manager Subscriber. Perform this step if the device pool for the agent phones contains only the Side A Unified Communications Manager Subscriber 1. In Unified Communications Manager Administration, add the Side B Unified Communications Manager Subscriber 2 as preferred and change the Subscriber 1 to secondary. Reset the phones after you change the device pool. You can skip this step if the device pool for the agent phones is configured with the Side A Unified Communications Manager Subscriber 1 as preferred and the Side B Unified Communications Manager Subscriber 2 as secondary. When you shut down Side A, Unified Communications Manager forces logout for agents using phones logged in to Subscriber 1 and rehomes their phones to Subscriber 2. 4. Direct agents to sign in to the Side B Finesse Secondary node. 5. Configure the Cisco IOS Enterprise Ingress Voice Gateway dial-peer priority so that calls are sent to the Side B Unified CVP Servers first, and then to the Side A Unified CVP Servers. 6. To maintain reporting capabilities during the Side A upgrade, configure Unified Intelligence Center historical and real-time data sources to one of the following: • Side B Unified CCE Data Server • External HDS with Side B as the Central Controller preferred side See Configure Unified Intelligence Center Data Sources for External AW-HDS-DDS, on page 97 for steps to configure Unified Intelligence Center data sources. For the Datasource Host and Database Name fields, enter values for the Side B Unified CCE Data Server or External HDS with Side B as the Central Controller preferred side as needed. Complete Finesse preupgrade tasks 7. Save your current desktop layout configuration. Sign in to Finesse Administration on the primary Finesse node (https://FQDN of primary Finesse server/cfadmin). Copy the layout XML file from the Manage Desktop Layout gadget on the Desktop Settings tab. Save it as a text file on your local system. Note If you are currently running the default layout, the layout automatically upgrades to the new layout. To use the layout from the previous version, copy and paste the layout XML to the Manage Desktop Layout gadget after the upgrade is complete. Complete Unifed CVP preupgrade tasks 8. Complete the Unified CVP Server and Operations Console preupgrade tasks on Unified CVP Server 1A, Unified CVP Server 1B, and the Unified CVP OAMP Server. You do not need to complete these tasks on Unified CVP Servers 2A and 2B because they are removed during the migration process. See Unified CVP Preupgrade Tasks, on page 137. 9. Change the Unified CVP scripts as required so they do not point to DNs and labels on Unified CVP Server 2A. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 134 Finesse Preupgrade Tasks Step Task Complete Unified Communications Manager preupgrade tasks 10. Complete Unified Communications Manager preupgrade tasks. See Unified Communications Manager Preupgrade Tasks, on page 137. Finesse Preupgrade Tasks Download and Install Finesse Upgrade COP File Install the COP on the primary node and restart the node before installing the COP on the secondary node. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Point your browser to the Download Software page for Cisco Finesse: https://software.cisco.com/download/ type.html?mdfid=283613135&i=rm, and click the Finesse Software link. Navigate to the folder and subfolder for the release you want. Download the ccd-finesse.refresh_upgrade-11.0(1).cop.sgn file to an SFTP or FTP server that you can access from the Finesse server. Use SSH to sign in to your Finesse server with the platform administration account. Access the CLI and run the following command: utils system upgrade initiate. Step 6 Follow the instructions that appear on your screen. Provide the location and credentials for the remote file system (SFTP or FTP server). Enter your SMTP Server information if prompted. Skip the SMTP prompt if you do not have an SMTP Server. Step 7 Step 8 After the upgrade is complete, reboot the server. Sign in to the Finesse Agent Desktop to check that the upgrade was successful (https://FQDN of Finesse server/desktop). Step 9 Repeat this procedure for the secondary node. Unified Intelligence Center Preupgrade Tasks Download and Install Unified Intelligence Center Upgrade COP File Install the COP on the publisher node and restart the node before installing the COP on the subscriber node. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 135 Unified CCE Preupgrade Tasks Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Point your browser to the Download Software page for Cisco Unified Intelligence Center: https:// software.cisco.com/download/type.html?mdfid=282163829&catid=null, and click the Unified Intelligence Center Software link. Navigate to the folder and subfolder for the release you want. Download the ciscocuic.refresh_upgrade_v1.3.cop.sgn file to an SFTP or FTP server that you can access from the Unified Intelligence Center server. Use SSH to sign in to your Unified Intelligence Center server with the platform administration account. Access the CLI and run the following command: utils system upgrade initiate. Step 6 Follow the instructions that appear on your screen. Provide the location and credentials for the remote file system (SFTP or FTP server). Enter your SMTP Server information if prompted. Skip the SMTP prompt if you do not have an SMTP Server. Step 7 Step 8 After the upgrade is complete, reboot the server. Repeat this procedure for the subscriber node. Download Unified Intelligence Center Install Media Procedure Step 1 Step 2 Step 3 Step 4 Point your browser to the Download Software page for Cisco Unified Intelligence Center: http:// software.cisco.com/download/type.html?mdfid=282163829&i=rm, and click the Unified Intelligence Center Software link. Navigate to the folder and subfolder for the release you want. Select the Unified Intelligence Center installer .iso file and click Download. Click Log in. Unified CCE Preupgrade Tasks Download the Enhanced Database Migration Tool EDMT is a wizard application used to upgrade the Unified CCE database. Run this tool when you upgrade the database on the Side A and Side B Data Servers and on any external AW-HDS-DDS servers. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 136 Unified CVP Preupgrade Tasks Procedure Step 1 Step 2 Step 3 Go to the Download Software page for Unified Contact Center Enterprise, https://software.cisco.com/download/ type.html?mdfid=268439622&i=rm, and click Cisco Enhanced Data Migration Tool Software Releases. Download the EDMT zip file for this release to the Unified CCE Data Server on Side A. Repeat to download the EDMT file to the Unified CCE Data Server on Side B and to any external AW-HDS-DDS servers. Unified CVP Preupgrade Tasks Unified CVP Server and Unified CVP OAMP Server Preupgrade Tasks Procedure Step 1 Step 2 Step 3 Close all programs. Stop any third-party services and applications that are running on the server. Back up the C:\Cisco\CVP folder for all Unified CVP Servers. Step 4 Back up the Operations Console as follows: a) Log in to Operations Console. b) On the Operations Console page, click System > Export System Configuration > Export, and save the CVP-OpsConsole-Backup.zip file. c) Manually copy the sip.properties file from the directory <CVP_HOME>\conf. (Unified CVP Operations Console cannot export the sip.properties file.) d) Copy the exported configuration and custom files onto network storage media or a portable storage media. Unified Communications Manager Preupgrade Tasks Procedure Step 1 Step 2 Ensure that you have the necessary license files for the new release. Step 3 Obtain the upgrade file from Cisco.com and save it to an FTP or SFTP server. Folder names and filenames that you enter to access the upgrade file are case-sensitive. For more information, see the Release Notes for Back up your system. For more information, see the Administration Guide for Cisco Unified Communications Manager at this address: http://www.cisco.com/c/en/us/support/unified-communications/ unified-communications-manager-callmanager/products-maintenance-guides-list.html. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 137 Unified Communications Manager Preupgrade Tasks Cisco Unified Communications Manager at http://www.cisco.com/c/en/us/support/unified-communications/ unified-communications-manager-callmanager/products-release-notes-list.html Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 138 CHAPTER 21 Prepare Side A for Upgrade • Prepare Side A for Upgrade, page 139 Prepare Side A for Upgrade Before you begin, complete all tasks listed in Preupgrade Tasks, on page 133. Perform the tasks in the following table during a maintenance window and in the order they are listed. Important Make sure that you have backups of all components before you proceed. Step Task 1. Sign in to Unified CCE Adminstration on the Side A Unified CCE Data Server. Select System > Deployment. Note 2. When you sign in to Unified CCE Administration, a screen appears that contains warnings about virtual machine mismatches. You can ignore these warnings and close the screen. Disable configuration changes. Set the following registry key to 1 on the Side A Unified CCE Call Server: HKEY_LOCAL_MACHINE\SOFTWARE\Cisco Systems, Inc.\ICM\<instance name>\RouterA\Router\CurrentVersion\Configuration\Global\DBMaintenance The change is replicated to the other side automatically. 3. On each of the following VMs, select Unified CCE Service Control on the desktop. Stop the Unified CCE services and change Startup to Manual: • Side A Unified CCE Call Server • Side A Unified CCE Data Server • External HDS associated with Side A (if used) Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 139 Prepare Side A for Upgrade Step Task 4. If Outbound Option is used, on the Side B Unified CCE Call Server, select Unified CCE Service Control on the desktop. Stop the Dialer service and change Startup to Manual. Note Outbound Option does not work while Side A is down because there is no redundancy for the Campaign Manager process. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 140 CHAPTER 22 Upgrade Side A • Upgrade Side A Tasks, page 141 • Unified CVP Reporting Server Preupgrade Procedures, page 147 • Common Software Upgrade Procedures, page 149 • Finesse Upgrade Procedures, page 153 • Unified Intelligence Center Upgrade Procedures, page 153 • Unified Contact Center Enterprise Data Server and External AW-HDS-DDS Upgrade Procedures, page 154 • Cisco Unified Customer Voice Portal Upgrade Procedures, page 157 • Cisco Enterprise Voice Gateway Upgrade Procedures, page 160 • Unified CCE Call Server Upgrade Procedures, page 161 • Unified Communications Manager Upgrade Procedures, page 162 Upgrade Side A Tasks Important Begin upgrading Side A when all call activity ends on that side. Confirm that call activity has ended on Side A by checking the following: • In the Unified CVP Diagnostic Portal, check that no Side A ports are in use. • In the Unified Communications Manager RTMT tool, check that phones have migrated to Side B. When completing the upgrade tasks in the table below, you must upgrade the Windows Operating System before you upgrade Windows-based applications (Unified CCE and Unified CVP). You can perform all other major upgrade steps in parallel. For example, you can upgrade the Finesse Primary node and the Unified Intelligence Center Publisher in parallel. For best results, place upgrade media ISOs on local data stores. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 141 Upgrade Side A Tasks Step Task Complete External CVP Reporting Server tasks, if used 1 Complete the Unified CVP Reporting Server preupgrade tasks. See Unified CVP Reporting Server Preupgrade Tasks, on page 147. 2 Unload Data from the Unified CVP Reporting Server Database. See Unload Data From Reporting Database, on page 148 3 Uninstall the Unified CVP Reporting Server. See Uninstall the Unified CVP Component from the Reporting Server VM, on page 148. Upgrade vSphere ESXi, if needed 4 Upgrade to a supported version of ESXi version, if needed. For the supported ESXi versions for this release, see the Virtualization for Cisco Packaged CCE at http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_Packaged_CCE. If you are using a supported ESXi version and want to upgrade to different supported ESXi version, you can upgrade now, or after the Packaged CCE upgrade is complete. See Upgrade VMware vSphere ESXi, on page 149. Run the Upgrade VMware Settings Utility on Side A Windows VMs 5 Run the Upgrade VMware Settings Utility on the following Side A Windows VMs. • Unified CVP Server 1A • Unified CVP Server 2A • Unified CVP OAMP Server • Unified CCE Data Server • Unified CCE Call Server • External AW-HDS-DDS with Side A as the Central Controller preferred side, if used • External Unified CVP Reporting Server, if used Do not run Upgrade VMware Settings Utility on Finesse, Unified Intelligence Center, or Unified Communications Manager at this point in the upgrade. See Upgrade VMware Settings Utility, on page 149. Important Upgrade Finesse Primary node Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 142 Upgrade Side A Tasks Step Task 6 Upgrade Finesse Primary node. See either: • Upgrade VOS-Based Contact Center Applications from DVD/CD, on page 151 • Upgrade VOS-Based Contact Center Applications from a Remote File System, on page 152 7 Optional: Reinstall Finesse to support aligned partitions. See Reinstall Finesse to Support Aligned Partitions, on page 153. Upgrade Unified Intelligence Center Publisher 8 Upgrade Unified Intelligence Center Publisher. Your configuration information migrates automatically to the upgraded version in the active partition. See either: • Upgrade VOS-Based Contact Center Applications from DVD/CD, on page 151 • Upgrade VOS-Based Contact Center Applications from a Remote File System, on page 152 9 Optional: Reinstall Unified Intelligence Center to support aligned partitions. See Reinstall Unified Intelligence Center to Support Aligned Partitions, on page 153. Upgrade Windows Operating System on Side A VMs 10 Upgrade Microsoft Windows Operating System to Windows 2012 R2 for the following Side A VMs: • Unified CVP Server 1A • Unified CVP Server 2A • Unified CVP OAMP Server • Unified CCE Data Server • Unified CCE Call Server • External AW-HDS-DDS with Side A as the Central Controller preferred side, if used • External Unified CVP Reporting Server, if used See Upgrade to Windows 2012 R2 Standard, on page 150. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 143 Upgrade Side A Tasks Step Task 11 Remove the previous Windows installation using the Disk Cleanup utility. To use the utility, install Desktop Experience from Windows Server Manager. For more information on installing Desktop Experience or using the Disk Cleanup utility, see Microsoft documentation. 12 Check the persistent static routes and static network configurations (for private and public interfaces). If the network settings are lost, reconfigure these settings. To reset persistent static routes on the Side A Unified CCE Call Server and Data Server, see Set Persistent Static Routes, on page 45. 13 The multilingual language pack is uninstalled automatically after upgrade. Install the language pack manually. For more information on installing language packs, see Microsoft documentation at http://www.microsoft.com/OEM/en/installation/downloads/Pages/ Windows-Server-2012-Language-Packs.aspx#fbid=zkB4qwO9rHR. Upgrade Side A Unified CCE Data Server 14 Upgrade Microsoft SQL Server to Microsoft SQL Server 2014. See Upgrade to SQL Server 2014, on page 154. 15 Upgrade the Unified CCE Data Server database and, if using Outbound Option, the BA database. See Upgrade the Unified CCE Data Server Database or External AW-HDS-DDS Database, on page 155. 16 Upgrade the Unified CCE Data Server. See Run Setup for the Unified CCE Data Server or External AW-HDS-DDS Server, on page 156. 17 Optional: Install the Language Pack if the customer requires a language other than the default (English). See Install the Language Pack, on page 156. Upgrade External AW-HDS-DDS with Side A as the Central Controller preferred side, if used 18 Upgrade Microsoft SQL Server to Microsoft SQL Server 2014. See Upgrade to SQL Server 2014, on page 154. 19 Upgrade the External AW-HDS-DDS database. See Upgrade the Unified CCE Data Server Database or External AW-HDS-DDS Database, on page 155. 20 Upgrade the External AW-HDS-DDS. See Run Setup for the Unified CCE Data Server or External AW-HDS-DDS Server, on page 156. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 144 Upgrade Side A Tasks Step Task 21 Optional: Install the Language Pack if the customer requires a language other than the default (English). See Install the Language Pack, on page 156. Upgrade Side A Unified CVP VMs You can upgrade all Unified CVP nodes on Side A in parallel. 22 Upgrade Unified CVP Server 1A. See Upgrade the Unified CVP Server, on page 157. 23 Upgrade Unified CVP Server 2A. See Upgrade the Unified CVP Server, on page 157. 24 Upgrade Unified CVP OAMP Server. See Upgrade the Unified CVP Operations Console, on page 158. 25 Obtain and transfer the license now, if you do not have an External Unified CVP Reporting Server. If you have an External Unified CVP Reporting Server, you can transfer the upgrade license to all Unified CVP components after upgrading the External Unified CVP Reporting Server. See Obtain and Transfer the Upgrade License for Unified CVP, on page 160. 26 Transfer scripts and media files to the gateways that are not being used currently by Side B. If all gateways are being used, perform this step during the cut-over to Side B. See Transfer Unified CVP Scripts and Media Files, on page 72 Upgrade Side A Cisco Voice Gateway IOS Version, if needed 27 Upgrade the Cisco Voice Gateway IOS version to the minimum version required by the upgraded release of Packaged CCE (or later). See the Cisco Packaged CCE Software Compatibility Matrix at http://docwiki.cisco.com/wiki/Compatibility_Matrix_for_Packaged_CCE for IOS support information. See Upgrade the Cisco Voice Gateway IOS Version, on page 160. Upgrade Side A Unified CCE Call Server 28 Upgrade the Unified CCE Call Server. See Run Setup for the Unified CCE Call Server, on page 161. 29 Upgrade the CTI OS Server, if used. See Run Setup for Cisco CTI OS Server, on page 161. Install 11.0 External CVP Reporting Server, if used Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 145 Upgrade Side A Tasks Step Task 30 Install Unified CVP Reporting Server 11.0(1) See Install Cisco Unified CVP Reporting Server, on page 51 31 Load data to the Unified CVP Reporting Server. See Load Data to Reporting Server Database, on page 159. 32 Save and deploy the Unified CVP Reporting Server in the Operations Console. See Save and Deploy the Unified CVP Reporting Server, on page 159. 33 Obtain and transfer the upgrade license. See Obtain and Transfer the Upgrade License for Unified CVP, on page 160. Upgrade Side A Unified Communications Manager Publisher and Subscriber 1 34 Upgrade the Side A Unified Communications Manager Publisher. See either: • Upgrade VOS-Based Contact Center Applications from DVD/CD, on page 151 • Upgrade VOS-Based Contact Center Applications from a Remote File System, on page 152 35 Upgrade the Side A Unified Communications Manager Subscriber 1. Important The Unified Communications Manager Publisher upgrade must be complete and the new release software must be the active version before you upgrade the Unified Communications Manager Subscriber. See either: • Upgrade VOS-Based Contact Center Applications from DVD/CD, on page 151 • Upgrade VOS-Based Contact Center Applications from a Remote File System, on page 152 36 Upgrade the Unified Communications Manager license. See Upgrade Unified Communications Manager License, on page 162. 37 Upgrade JTAPI on the Side A Unified CCE Call Server. See Upgrade JTAPI on the Call Server, on page 162. Run the Upgrade VMware Settings Utility on Side A VMs Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 146 Unified CVP Reporting Server Preupgrade Procedures Step Task 38 Re-run the Upgrade VMware Settings Utility on Side A Windows VMs. • Unified CVP Server 1A • Unified CVP Server 2A • Unified CVP OAMP Server • Unified CCE Data Server • Unified CCE Call Server • External AW-HDS-DDS with Side A as the Central Controller preferred side, if used • External Unified CVP Reporting Server, if used See Upgrade VMware Settings Utility, on page 149. 39 Run the Upgrade VMware Settings Utility on Side A VOS VMs. • Finesse Primary node • Unified Intelligence Center Publisher • Unified Communications Manager Publisher • Unified Communications Manager Subscriber 1 See Upgrade VMware Settings Utility, on page 149. Unified CVP Reporting Server Preupgrade Procedures Unified CVP Reporting Server Preupgrade Tasks Procedure Step 1 Back up the Informix database by running C:\Cisco\CVP\bin\cvpbackup.bat. This backs up the database to E:\cvp-db-backup\cvp-backup-data.gz. Step 2 Turn off the scheduled purge, as follows: a) Open Administrative Tools > Task Scheduler. b) In the Active Tasks, double-click one of the Unified CVP tasks. c) Select all of the Unified CVP-related tasks, right-click, and choose Disable Step 3 Ensure that Unified CVP Reporting Server is not part of any domain and is part of a workgroup. Add it to the domain after the upgrade, if necessary. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 147 Unified CVP Reporting Server Preupgrade Procedures Unload Data From Reporting Database Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Log in as user Informix (cvp_dbadmin) to Unified CVP. Stop the Cisco CVP Call Server service from the Windows Service Manager. Note The unload script checks the hard disk space before unloading. Access the Unified CVP installation file. From the command prompt, change the directory to the migration folder. Note You can also copy the migration folder to local disk and run the unload script directly. Locate the migrate_unload.bat file. By default, the data is exported to c:\migration. Ensure that this path exists. If you want to change the default path, then update the path in unl.sql: create procedure unld(path char(128) default "c: \migration\") RETURNING char(128) Step 7 Run the following command to unload the Reporting database: Example: migrate_unload.bat After the script executes, the database is exported into the cvpdb.tar file in the path provided. Here the cvpdb.tar file is exported to c:\cvpdata. This folder should have full access permission for “cvp_dbadmin” user. Step 8 Copy the exported cvpdb.tar file to the Unified CVP database Reporting Server. Uninstall the Unified CVP Component from the Reporting Server VM Before You Begin • Shut down all applications and close all open files. • Close the Unified CVP component and related files. Procedure Step 1 Step 2 Click Start > Control Panel > Programs and Features. Click Cisco Unified Customer Voice Portal / Cisco Unified Call Studio, and then click Uninstall. Step 3 Click Next. After uninstallation, the Uninstall Complete screen appears. Reboot the server. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 148 Common Software Upgrade Procedures Note The Unified CVP uninstallation procedure does not clean up all the files and folders, such as log files, media files, and folders that are generated postinstallation. Media folders with same names are replaced during the CVP installation process. User-created media files and folders remain unchanged during CVP upgrade. Create all the media folders in wwwroot and use the relative paths to simplify the migration process for the future releases that support a-law and mu-law files. Common Software Upgrade Procedures Upgrade VMware vSphere ESXi If you use VMware vCenter Server in your deployment, upgrade VMware vCenter Server before upgrading VMware vSphere ESXi. Upgrade VMWare vSphere ESXi on Side A and Side B servers to the latest version supported with this release of Packaged CCE. Packaged CCE uses standard upgrade procedures, which you can find using VMware documentation (https://www.vmware.com/support/pubs/). Upgrade VMware Settings Utility Important Run this utility only when instructed by the Side A and Side B upgrade task sequences. Use the latest version of this utility for the release to which you are upgrading. Run this utility during upgrade for inactive ESXi host servers. You can run the utility from any machine from which you can access either the VCenter or the VM Host machine. This tool validates and updates the VMs as follows: • Validates VM names. • Updates VMware Tools. • Changes the CPU, memory, network adapter, Windows disk controller, video card, and VMware operating system settings on the VMs to match the system requirements for this release. • Updates Virtual Machine Version (for Unified CVP) . For the OVA specifications for this release, see the Virtualization for Cisco Packaged CCE at http:// docwiki.cisco.com/wiki/Virtualization_for_Cisco_Packaged_CCE. Before You Begin All Virtual Machines must be powered on and must have VMware tools installed. The names of the VMs must not contain spaces or special characters, and must be no more than 32 characters. To run the utility, Java 7 (any update) must be installed. Java 8 and later releases are not supported. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 149 Common Software Upgrade Procedures Procedure Step 1 Step 2 Step 3 Download the UpgradeVMwareSettings zip file from the Packaged Contact Center Enterprise Deployment Scripts link on the Packaged CCE Download Software page (http://software.cisco.com/download/ type.html?mdfid=284360381&i=rm). Extract the zip file locally. From the command line, run java -jar UpgradeVMwareSettings-<version>.jar. (For example, java -jar UpgradeVMwareSettings-11.0.jar) The following instructions depend on whether the ESXi host is part of a vCenter. Follow the appropriate instructions for your system. • If the ESXi host is part of a vCenter, enter yes. Enter the IP address of the vCenter, credentials for administrator-level access to the vCenter, and the IP address of the Side A or Side B ESXi host. • If the ESXi host is not part of a vCenter, enter no. Enter the IP address of the Side A or Side B ESXi host, and credentials for root-level access to the ESXi host. Step 4 A summary of all VMs listed by number appears, with a message that indicates what actions (if any) the tool must perform. Enter the number for the server that requires an update (only one VM can be updated at a time). If the Windows Disk Controller on the Windows-based VMs must be updated to LSI Logic SAS, enter the Windows OS Administrator username and password. The results of the conversion process appear on the screen, and are stored in the results directory in the vmwareConversion.log. Related Topics Upgrade Side A Tasks, on page 141 Upgrade Side B Tasks, on page 167 Upgrade to Windows 2012 R2 Standard Microsoft supports in-place upgrade of the operating system and SQL. This topic does not provide instructions for upgrading to Microsoft Windows Server 2012 R2. For this information, see the corresponding Microsoft documentation. This topic only highlights the actions that you perform before you attempt the upgrade and after you complete the upgrade of the operating system. Important Packaged CCE 11.0(x) supports only Windows Server 2012 R2 Standard (Server with a GUI). Before You Begin • Upgrading to Windows Server 2012 deletes the persistent static routes for the Unified CCE Call Servers and Data Servers. Record your persistent static routes before upgrading. Reconfigure these settings after the upgrade completes. • During an upgrade, you can lose static network configuration if there is a ghosted network adapter on the VM. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 150 Common Software Upgrade Procedures Important Ensure that the VM does not have a ghosted network adapter before the upgrade. Make any ghosted (hidden) network adapter visible and uninstall it from the device manager before the upgrade to Windows Server 2012 R2 Standard. Refer to VMware KB article 1179 for the detailed steps. • Upgrading to Windows Server 2012 may delete static network configuration (for private and public interfaces) for all Windows VMs. Record your static network configuration, including TCP/IP IPv4 information, before upgrading. Reconfigure these settings after the upgrade completes. Upgrading may also change the order in which network connections are accessed. After the upgrade completes, check to ensure that the public network is listed before the private network (Network and Sharing Center > Change adapter settings and then press Alt). • When you are upgrading Windows on the Unified CCE Call Server, verify that configuration changes are prevented. The following message is displayed when you attempt to save a configuration change: Failed to update the database. Exclusive access to the CallRouter denied because configuration changes are currently disabled in the router registry. • Ensure that the virtual machine has enough space before the upgrade. Operating System upgrade to Windows 2012 requires minimum of 16-GB primary hard disk space. If the virtual machine is a Unified CCE Data Server, the upgrade to SQL Server 2014 Standard or Enterprise edition requires an extra 6 GB. Upgrade VOS-Based Contact Center Applications from DVD/CD Finesse and Unified Intelligence Center 11.0 support aligned partitions, but only with a fresh installation. When you upgrade from a previous release, the platform detects the unaligned partitions and displays the following error: ERROR-UNSUPPORTED: Partitions unaligned. You can run Finesse and Unified Intelligence Center with the unaligned partitions without functional impact. To experience the benefits of aligned partitions, you must you perform a fresh installation after upgrade. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 SSH to the Finesse, Unified Intelligence Center, or Unified Communications Manager system, or open it in the VM console in VSphere. Log in with the platform administration account. Mount the ISO image. From the CLI, run the command utils system upgrade initiate. Choose Local DVD/CD. Follow the instructions provided by the utils system upgrade initiate command. Enter SMTP server information when prompted. If you do not have an SMTP server, skip this step. At the Automatically switch versions if the upgrade is successful prompt, type yes. After the upgrade is complete, disconnect the CD/DVD drive by unmounting the ISO. Verify that the upgrade was successful, as follows: Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 151 Common Software Upgrade Procedures • Finesse: Sign in to the Finesse Agent Desktop (https://<FQDN of Finesse server>/desktop). Note After Finesse restarts, wait approximately 20 minutes before signing in to the desktop. • Unified Intelligence Center: Sign in to Unified Intelligence Center (https://<hostname>:8444/cuic). • Unified Communications Manager: Verify on the sign-in screen in the console. Related Topics Mount and Unmount ISO Files, on page 33 Upgrade VOS-Based Contact Center Applications from a Remote File System Finesse and Unified Intelligence Center 11.0 support aligned partitions, but only with a fresh installation. When you upgrade from a previous release, the platform detects the unaligned partitions and displays the following error: ERROR-UNSUPPORTED: Partitions unaligned. You can run Finesse and Unified Intelligence Center with the unaligned partitions without functional impact. To experience the benefits of aligned partitions, you must you perform a fresh installation after upgrade. Procedure Step 1 Step 2 Step 3 SSH to your Finesse, Unified Intelligence Center, or Unified Communications Manager system, or open it in the VM console in VSphere. Log in with the platform administration account. From the CLI, run the command utils system upgrade initiate. Step 4 Choose SFTP or FTP. Step 5 Follow the instructions provided by the utils system upgrade initiate command. Step 6 Step 7 Step 8 Step 9 Provide the location and credentials for the remote site. Enter SMTP server information when prompted. If you do not have an SMTP server, skip this step. At the Automatically switch versions if the upgrade is successful prompt, type yes. Verify that the upgrade was successful, as follows: • Finesse: Sign in to the Finesse Agent Desktop (https://<FQDN of Finesse server>/desktop). Note After Finesse restarts, wait approximately 20 minutes before signing in to the desktop. • Unified Intelligence Center: Sign in to Unified Intelligence Center (https://<hostname>:8444/cuic). • Unified Communications Manager: Verify on the sign-in screen in the console. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 152 Finesse Upgrade Procedures Finesse Upgrade Procedures Reinstall Finesse to Support Aligned Partitions Finesse 11.0 supports aligned partitions with fresh installations only. To experience the benefits of aligned partitions, perform this procedure after upgrading Finesse to release 11.0. Procedure Step 1 Perform a backup on the primary Finesse server using the Disaster Recovery System (DRS) application. To access the DRS application, direct your browser to https://FQDN of Finesse server:8443/drf. Step 2 Step 3 Perform a fresh installation of Finesse Release 11.0. Access the DRS application and perform a restore from your backup. For more information about DRS backup and restore, see the detailed online help provided with the DRS application and the Cisco Finesse Administration Guide at http://www.cisco.com/c/en/us/support/ customer-collaboration/finesse/products-user-guide-list.html. Related Topics Install Publishers/Primary Nodes of VOS-Based Contact Center Applications, on page 52 Install Subscribers/Secondary Nodes of VOS-Based Contact Center Applications , on page 57 Unified Intelligence Center Upgrade Procedures Reinstall Unified Intelligence Center to Support Aligned Partitions Unified Intelligence Center 11.0 supports aligned partitions with fresh installations only. To experience the benefits of aligned partitions, perform this procedure after upgrading Unified Intelligence Center to release 11.0. Procedure Step 1 Perform a backup on the primary Unified Intelligence Center server using the Disaster Recovery System (DRS) application. To access the DRS application, direct your browser to https://FQDN of Unified Intelligence Center server:8443/drf. Step 2 Step 3 Perform a fresh installation of Unified Intelligence Center Release 11.0. Access the DRS application and perform a restore from your backup. For more information about DRS backup and restore, see the detailed online help provided with the DRS application and the Administration Console User Guide for Cisco Unified Intelligence Center at http:// www.cisco.com/c/en/us/support/customer-collaboration/unified-intelligence-center/ products-maintenance-guides-list.html. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 153 Unified Contact Center Enterprise Data Server and External AW-HDS-DDS Upgrade Procedures Related Topics Install Publishers/Primary Nodes of VOS-Based Contact Center Applications, on page 52 Install Subscribers/Secondary Nodes of VOS-Based Contact Center Applications , on page 57 Unified Contact Center Enterprise Data Server and External AW-HDS-DDS Upgrade Procedures Upgrade to SQL Server 2014 Microsoft supports in-place upgrade of operating system and SQL Server. After you upgrade the operating system, upgrade to SQL Server 2014. Note For information about supported editions or service packs, see the Cisco Packaged CCE Software Compatibility Matrix at http://docwiki.cisco.com/wiki/Compatibility_Matrix_for_Packaged_CCE. Before You Begin • The upgrade to SQL Server 2014 requires a minimum of 6-GB hard disk space. Ensure that the virtual machine has the required space before you begin the upgrade. • Ensure that the virtual machine has SQL Server 2008 R2 SP2. Ensure that your SQL Server 2008 R2 installation works properly. Set the SQL Server service to Active state during the upgrade. • If the virtual machine has SQL Server 2008 R2 Enterprise, then upgrade to SQL Server 2014 Enterprise version only. However, if the virtual machine has SQL 2008 R2 Standard Edition, it can be upgraded to either SQL Server 2014 Standard or Enterprise Edition. • If present, remove DB-lib registry key from the location HKEY_LOCAL_MACHINE\SOFTWARE\Wow6432Node\Microsoft\MSSQLServer\Client\DB-Lib before starting the SQL upgrade. Procedure Step 1 Step 2 Step 3 Run the SQL Server 2014 Standard or Enterprise Edition installer. Consult Microsoft documentation as needed. Step through the wizard. As appropriate, accept the default or choose the correct instance for your deployment. Select Rebuild on the Full-Text Search Upgrade Options page. After the upgrade, change the SQL Server and SQL Server Agent service accounts to Virtual accounts. To change to Virtual account: 1 Open SQL Server 2014 Configuration Manager. 2 Under SQL server services, right-click SQL Server(MSSQLSERVER), and select Properties. 3 Select This Account. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 154 Unified Contact Center Enterprise Data Server and External AW-HDS-DDS Upgrade Procedures 4 In the Account Name field, enter NT SERVICE\MSSQLSERVER. 5 Leave the Password field blank. See Microsoft documentation on Windows service accounts and permissions for more information at https://msdn.microsoft.com/en-us/library/ms143504.aspx. 6 Click OK. Repeat the same steps for SQL Server Agent with Account Name as NT SERVICE\SQLSERVERAGENT and start the services. Note Note While you can use the Network or Local Services account instead of the Virtual account, using the Virtual account provides better security. • SQL Server Client Tools of SQL Server 2008 R2 remain on the server along with the same tools of SQL Server 2014. These tools include SQL Server Management Studio, SQL Server Profiler, the Database Engine Tuning Advisor, sqlcmd, and osql. • SQL Server 2014 supports importing of settings from earlier versions of SQL Server Client Tools. Upgrade the Unified CCE Data Server Database or External AW-HDS-DDS Database Use this procedure to upgrade a Unified CCE or External AW-HDS-DDS database using EDMT. If the deployment includes Outbound Option, repeat the procedure for the BA database on the Side A Unified CCE Data Server only. If you configured SQL services to run as Virtual account (NT SERVICE) or Network Service account (NT AUTHORITY\NETWORK SERVICE), you must run EDMT as a local administrator. Before You Begin Download the Enhanced Data Migration Tool (EDMT) to the server. Procedure Step 1 Use the Microsoft SQL backup and restore utility to create a backup copy of the database. Refer to the Microsoft instructions at http://msdn.microsoft.com/en-us/library/ms187510(v=sql.100).aspx. Step 2 Step 3 Step 4 Step 5 From your download location, open EDMT and click Next. Select Common Ground and click Next. Click Yes to acknowledge the warning message. Select the database: • <instanceName>_SideA • <instanceName>_SideB Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 155 Unified Contact Center Enterprise Data Server and External AW-HDS-DDS Upgrade Procedures • <instancename>_hds Step 6 Step 7 Step 8 Step 9 Step 10 Click Next. Click Start Migration. Click Yes to confirm that you are sure. After EDMT has completed the logger database migration, exit EDMT. On Side A only, repeat this procedure for the BA database (<instanceName>_baA) if using Outbound Option. Related Topics Download the Enhanced Database Migration Tool, on page 136 Run Setup for the Unified CCE Data Server or External AW-HDS-DDS Server Procedure Step 1 Step 2 Mount the ISO. Launch the ICM-CCE-CCHInstaller and click Next. Step 3 (Optional) To apply any Maintenance Releases, click Browse and navigate to the Maintenance Release software. Click Next. (Optional) Select SQL Server 2014 Security Hardening and click Next. If you have a patch installed, click Yes to allow setup to remove it as part of the upgrade. Click OK on any informational messages that display. Click Install. Reboot the server when the upgrade completes. Step 4 Step 5 Step 6 Step 7 Step 8 Related Topics Upgrade the Unified CCE Data Server Database or External AW-HDS-DDS Database, on page 155 Mount and Unmount ISO Files, on page 33 Install the Language Pack If a customer requires a language other than the default (English), download the Packaged CCE Language Pack executable from the Unified Contact Center Download Software page. Install Language Pack Install the Language Pack on the Unified CCE Data Servers and on any External AW-HDS-DDS servers after upgrading them. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 156 Cisco Unified Customer Voice Portal Upgrade Procedures After you install the Language Pack, the Unified CCE Administration Sign In page has a language drop-down menu that lists all available languages. Select a language to display the user interface and the online help in that language. Uninstall Language Pack You can uninstall the Language Pack from Windows Control Panel > Programs and Features > Uninstall or change a program. Cisco Unified Customer Voice Portal Upgrade Procedures Upgrade the Unified CVP Server When you upgrade the Unified CVP Server, you must upgrade Unified Call Studio to the same version. You can upgrade all Unified CVP nodes on the same side in parallel. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 To retain the default media file format for this Unified CVP release, which is U-Law, skip Step 2 and proceed to Step 3. If you are changing from the U-Law to A-Law format: a) Navigate to the C:\Cisco\CVP\conf location. b) Convert the custom media files, such as custom applications and Whisper Agent-Agent Greeting (WAAG), and applications that are in U-Law to A-Law. c) In the cvp_pkgs.properties file, add the cvp-pkgs.PromptEncodeFormatALaw = 1 property at line 7 to enable the A-Law flag. Note Ensure that you leave a space before and after the "=" sign. Mount the Unified CVP ISO image. From the CVP\Installer_Windows folder of the new release of Unified CVP installation DVD, run setup.exe. Follow the prompts as the installer guides you through the upgrade process. Restart the server. What to Do Next 1 Transfer script and media files: a Log in to the Operations Console and select Bulk Administration > File Transfer > Scripts and Media. b In the Select device type field, select the Gateway. c Move all Gateways to Selected. d Select Default Gateway files. e Select Transfer, and then select OK on the popup window. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 157 Cisco Unified Customer Voice Portal Upgrade Procedures Note If you have separate Ingress and VXML gateways, you must select the appropriate files and script for each component. f After configuring the application services in the gateways, log in to the gateway and use the Cisco IOS CLI command call application voice load <service_Name> to load the gateway download transferred files into the Cisco IOS memory for each Unified CVP service. 2 Restore any backed-up third-party libraries. 3 Re-license Unified CVP Servers with a license for the new version. Restore any backed-up third-party libraries. Related Topics Upgrade Call Studio, on page 178 Mount and Unmount ISO Files, on page 33 Upgrade the Unified CVP Operations Console The default media files are overwritten during the Unified CVP upgrade. Customized media files, such as whisper announcements and agent greetings, are not overwritten; they retain the format they had in previous releases. Procedure Step 1 Step 2 To retain the default media file format for this Unified CVP release, which is U-Law, skip Step 2 and proceed to Step 3. If you are changing from the U-Law to A-Law format: a) Navigate to the C:\Cisco\CVP\conf location. b) Convert the custom media files, such as custom applications and Whisper Agent-Agent Greeting (WAAG), and applications that are in U-Law to A-Law. c) In the cvp_pkgs.properties file, add the cvp-pkgs.PromptEncodeFormatALaw = 1 property at line 7 to enable the A-Law flag. Note Ensure that you leave a space before and after the "=" sign. Step 3 Step 4 Mount the Unified CVP ISO image. From the CVP\Installer_Windows folder of the Unified CVP installation DVD for this release, run setup.exe. Step 5 Step 6 Follow the instructions on the screen. Restart the server. Related Topics Mount and Unmount ISO Files, on page 33 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 158 Cisco Unified Customer Voice Portal Upgrade Procedures Unified CVP Reporting Server Upgrade Procedures Load Data to Reporting Server Database Procedure Step 1 Step 2 Step 3 Open the Unified CVP installation file. Navigate to CVP > Migration. From the command prompt, change the directory to the migration folder. Tip You can also copy the migration folder to the local disk and run the load script directly. Step 4 On the local disk, locate the Unified CVP database backup file (cvpdb.tar) that you want to load into the Unified CVP database. Note This is the backup file that you created when you unloaded data from the Unified CVP database. Step 5 By default, the data is exported to c:\migration. Ensure that this path exists. If you want to change the default path, then update the path in ld.sql: ld(path char(128) default "c:\migration\") RETURNING char(256) Step 6 Step 7 Run the following command as an administrator to load the Unified CVP database: migrate_load.bat. Note If the backup cvpdb.tar file is located in c:\cvpdata, you must execute the script load as migrate_load.bat. This script loads all the three Unified CVP Reporting databases with the previous call data to the Unified CVP Reporting database. Run the following command as an administrator to load the Unified CVP database: migrate_load.bat -p <absolute path to tar file>. Note If the backup cvpdb.tar file is located in c:\cvpdata, you must execute the script load as migrate_load.bat -p c: \cvpdata\cvpdb.tar. This script loads all the three Unified CVP Reporting databases with the previous call data to the Unified CVP Reporting database. Save and Deploy the Unified CVP Reporting Server Procedure Step 1 Step 2 Step 3 Step 4 On the Unified CVP OAMP server, open the Operations Console and log in. Navigate to Device Management > Unified CVP Reporting Server. Click the hostname of the Unified CVP Reporting Server. Click Save and Deploy. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 159 Cisco Enterprise Voice Gateway Upgrade Procedures Obtain and Transfer the Upgrade License for Unified CVP The Unified CVP Server and the Unified CVP Reporting Server require an updated license. The Operations Console runs without requiring a license. Before You Begin To upgrade software, enter your contract number into the Cisco Product Upgrade Tool (PUT): http:// tools.cisco.com/gct/Upgrade/jsp/index.jsp. If there is an entitlement to upgrade, the tool returns a Product Authorization Key (PAK); if not, the tool displays the option to purchase a PAK. Use the PAK to generate a license file, using the Product License Registration Portal on Cisco.com: https:// tools.cisco.com/SWIFT/LicensingUI/Home. See Generate a License, on page 72 for instructions. Save the license file locally so that you can transfer it using the Operations Console. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 In the Operation Console, go to Bulk Administration > File Transfer > Licenses. In the Device Association panel, select the device type from the drop-down list. For example select Unified CVP Reporting Server or Unified CVP Server. Move the objects you want to license from Available to Selected. In the Licenses Files panel, select Select new file and then browse to the location where you saved the upgrade license. Click Transfer. Cisco Enterprise Voice Gateway Upgrade Procedures Upgrade the Cisco Voice Gateway IOS Version Perform this procedure for each gateway on the side you are upgrading. Upgrade the Cisco Voice Gateway IOS version to the minimum version required by the upgraded release of Packaged CCE (or later). See the Cisco Packaged CCE Software Compatibility Matrix at http:// docwiki.cisco.com/wiki/Compatibility_Matrix_for_Packaged_CCE for IOS support information. Procedure Step 1 Step 2 Step 3 Step 4 Copy the new image from the remote TFTP server into flash memory, making sure that you specify your own TFTP server's IP address and Cisco IOS filename. Verify that the new image was downloaded. Boot using the new image. Update the gateway config to boot using the new version. Reload the gateway to use the new image. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 160 Unified CCE Call Server Upgrade Procedures See the "Understanding Basic Hardware and Architecture and Cisco IOS Software chapter of the Cisco AS5350XM and Cisco AS5400XM Universal Gateways Software Configuration Guide at http://www.cisco.com/ c/en/us/support/unified-communications/as5300-series-universal-gateways/ tsd-products-support-series-home.html. Unified CCE Call Server Upgrade Procedures Run Setup for the Unified CCE Call Server Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Mount the ISO. See Mount and Unmount ISO Files, on page 33. Launch the ICM-CCE-CCHInstaller and click Next. (Optional) To apply any Maintenance Releases, click Browse and navigate to the Maintenance Release software. Click Next. Click OK on any informational messages that display. If you have a patch installed, click Yes allow setup to remove it as part of the upgrade. If you are upgrading CTI OS Server, reboot after both the Unified CCE and CT IOS Server upgrades are complete. If you are not upgrading CTI OS Server, reboot is optional. Run Setup for Cisco CTI OS Server This step is required only if CTI OS is installed. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Mount the ISO. See Mount and Unmount ISO Files, on page 33. Start the CTIOS installer for this release and follow the prompts. If prompted, apply a Maintenance Release. Click Upgrade All. Click Yes. Click Yes to reboot when the setup completes. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 161 Unified Communications Manager Upgrade Procedures Unified Communications Manager Upgrade Procedures Upgrade Unified Communications Manager License Before You Begin Generate the license using this procedure: Generate and Register License, on page 58 Procedure Step 1 Step 2 Unzip the license file from the email message. Launch Unified Communications Manager in a browser (https://<IP Address of CUCM Publisher>). Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Click Cisco Prime License Manager and navigate to Licenses > Fulfillment. Under Other Fulfillment Options, select Fulfill Licenses from File. Click Browse and locate your license file. Click Install and close the popup window. Navigate to Product Instances. Delete any old instances. Then click Add. Fill in the name, hostname/IP address, username, and password for your Cisco Unified Communications Manager Publisher. Step 9 Select Product type of Unified CM. Step 10 Click OK. Step 11 Click Synchronize Now. Upgrade JTAPI on the Call Server If you upgrade Unified Communications Manager, you must also upgrade the JTAPI client that resides on the Side A and Side B Unified CCE Call Servers. You install the new JTAPI client using the Unified Communications Manager Administration application. Procedure Step 1 Uninstall the old JTAPI client from each Call Server: a) Go to Control Panel > Programs and Features. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 162 Unified Communications Manager Upgrade Procedures b) Uninstall the Cisco Unified Communications Manager JTAPI Client , following all prompts. Step 2 To launch the Unified Communications Manager Administration application, enter the following URL in a Web browser on each Unified CCE Call Server: https://<IP address of Unifed Communications Manager Publisher>/ccmadmin. Step 3 Enter the username and password that you created when you installed and configured Unified Communications Manager. Step 4 Select Application > Plug-ins. Step 5 Click Find to see the list of applications. Step 6 Click the download link next to Cisco JTAPI 32-bit Client for Windows. Step 7 Choose Run this program from its current location. Click OK. Step 8 If a Security Warning box appears, click Yes to install. Step 9 When asked for the Cisco TFTP Server IP Address, enter the IP address of the Unified Communications Manager Publisher. Click Next. Step 10 Choose Next or Continue through the remaining setup windows. Accept the default installation path. Step 11 Click Finish. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 163 Unified Communications Manager Upgrade Procedures Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 164 CHAPTER 23 Cut over from Side B to Side A • Cut over from Side B to Side A Tasks, page 165 Cut over from Side B to Side A Tasks Perform the tasks in this chapter during a maintenance window, in the order in which they are listed in the table. Step Task Configure Cisco Voice Gateway dial-peer priority 1 Reverse the Cisco IOS Enterprise Ingress Voice Gateway dial-peer priority configuration, so that calls are sent to Side A Unified CVP Servers first, and then to the Side B Unified CVP Servers. Bring down Side B 2 For each of the following VMs, click Unified CCE Service Control on the desktop. Stop the Unified CCE services and change Startup to Manual. • Side B Unified CCE Call Server • Side B Unified CCE Data Server • External AW-HDS-DDS with Side B as the Central Controller preferred side, if used 3 Power off the Finesse Secondary node VM in the vSphere client. 4 Power off the Unified Intelligence Center Subscriber VM in the vSphere client. 5 Transfer Unified CVP scripts and media files to the gateways that are not being used currently by Side A. See Transfer Unified CVP Scripts and Media Files, on page 72. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 165 Cut over from Side B to Side A Tasks Step Task 6 Shut down the following Unified CVP components from their Windows OS, in this order: 1 Unified CVP Server 1B 2 Unified CVP Server 2B 3 Unified CVP Reporting Server 7 Power off the Unified Communication Manager Subscriber 2 VM in the vSphere client. Bring up Side A 8 For each of the following VMs, select Unified CCE Service Control on the desktop. Start the Unified CCE services and change Startup to Automatic, in this order: 1 Side A Unified CCE Data Server 2 Side A Unified CCE Call Server 3 External AW-HDS-DDS with Side A as the Central Controller preferred side, if used 9 If you changed the Unified Communications Manager device pool settings as part of the preupgrade tasks, restore the original settings. 10 Direct agents to sign in to the Side A Finesse Primary node. 11 Change the Live Data gadget in Finesse to reference the Side A Cisco Unified Intelligence Center Publisher for each Live Data report. 12 Change the Unified Intelligence Center historical and real-time data sources to their original settings. See Configure Unified Intelligence Center Data Sources for External AW-HDS-DDS, on page 97 for steps on configuring Unified Intelligence Center data sources. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 166 CHAPTER 24 Upgrade Side B • Upgrade Side B Tasks, page 167 Upgrade Side B Tasks When completing the upgrade tasks in the table below, upgrade the Windows Operation System before you upgrade Windows-based applications (Unified CCE and Unified CVP). You can perform all other major upgrade steps in parallel. For example, you can upgrade the Finesse Secondary node and upgrade the Unified Intelligence Center Subscriber in parallel. For best results, place upgrade media ISOs on local data stores. Step Task Start the Side B Unified CVP components 1 Start the following Unified CVP components, in this order: 1 Unified CVP Server 1B 2 Unified CVP Server 2B 3 Unified CVP Reporting Server Complete Unified CVP Reporting Server tasks, if used 2 Complete the Unified CVP Reporting Server preupgrade tasks. See Unified CVP Reporting Server Preupgrade Tasks, on page 147. 3 Unload Data from the Unified CVP Reporting Server Database. See Unload Data From Reporting Database, on page 148. 4 Uninstall the Unified CVP Reporting Server. See Uninstall the Unified CVP Component from the Reporting Server VM, on page 148. Upgrade vSphere ESXi, if needed Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 167 Upgrade Side B Tasks Step Task 5 Upgrade to a supported version of ESXi version, if needed. For the supported ESXi versions for this release, see the Virtualization for Cisco Packaged CCE at http://docwiki.cisco.com/wiki/Virtualization_for_Cisco_Packaged_CCE. If you are using a supported ESXi version and want to upgrade to different supported ESXi version, you can upgrade now, or after the Packaged CCE upgrade is complete. See Upgrade VMware vSphere ESXi, on page 149. Run the Upgrade VMware Settings Utility on Side B Windows VMs 6 Run the Upgrade VMware Settings Utility on the following Side B Windows VMs. • Unified CVP Server 1B • Unified CVP Server 2B • Unified CVP Reporting Server • Unified CCE Data Server • Unified CCE Call Server • External AW-HDS-DDS with Side B as the Central Controller preferred side, if used Do not run Upgrade VMware Settings Utility on Finesse, Unified Intelligence Center, or Unified Communications Manager at this point in the upgrade. See Upgrade VMware Settings Utility, on page 149. Important Upgrade Finesse Secondary node 7 Power on the Finesse Secondary node VM in vSphere client. 8 Upgrade Finesse Secondary node. See either: • Upgrade VOS-Based Contact Center Applications from DVD/CD, on page 151 • Upgrade VOS-Based Contact Center Applications from a Remote File System, on page 152 9 Optional: Reinstall Finesse to support aligned partitions. See Reinstall Finesse to Support Aligned Partitions, on page 153. Upgrade Unified Intelligence Center Subscriber 10 Power on the Unified Intelligence Center Subscriber VM in vSphere client. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 168 Upgrade Side B Tasks Step Task 11 Upgrade Unified Intelligence Center Subscriber. Your configuration information migrates automatically to the upgraded version in the active partition. See either: • Upgrade VOS-Based Contact Center Applications from DVD/CD, on page 151 • Upgrade VOS-Based Contact Center Applications from a Remote File System, on page 152 12 Optional: Reinstall Unified Intelligence Center to support aligned partitions. See Reinstall Unified Intelligence Center to Support Aligned Partitions, on page 153. Upgrade Windows Operating System on Side B VMs 13 Upgrade Microsoft Windows Operating System to Windows 2012 R2 for the following Side B VMs: • Unified CVP Server 1B • Unified CVP Server 2B • Unified CVP Reporting Server • Unified CCE Data Server • Unified CCE Call Server • External AW-HDS-DDS, if used See Upgrade to Windows 2012 R2 Standard, on page 150. 14 Remove the previous Windows installation using the Disk Cleanup utility. To use the utility, install Desktop Experience from Windows Server Manager. For more information on installing Desktop Experience or using the Disk Cleanup utility, see Microsoft documentation. 15 Check the persistent static routes and static network configurations (for private and public interfaces). If the network settings are lost, reconfigure these settings. To reset persistent static routes on the Side B Unified CCE Call Server and Data Server, see Set Persistent Static Routes, on page 45. 16 The multilingual language pack is uninstalled automatically after upgrade. Install the language pack manually. For more information on installing language packs, see Microsoft documentation at http://www.microsoft.com/OEM/en/installation/downloads/Pages/ Windows-Server-2012-Language-Packs.aspx#fbid=zkB4qwO9rHR. Upgrade Side B Unified CCE Data Server Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 169 Upgrade Side B Tasks Step Task 17 Upgrade Microsoft SQL Server to Microsoft SQL Server 2014. See Upgrade to SQL Server 2014, on page 154. 18 Upgrade the Unified CCE Data Server database. See Upgrade the Unified CCE Data Server Database or External AW-HDS-DDS Database, on page 155. 19 Upgrade the Unified CCE Data Server. See Run Setup for the Unified CCE Data Server or External AW-HDS-DDS Server, on page 156. 20 Optional: Install the Language Pack if the customer requires a language other than the default (English). See Install the Language Pack, on page 156. Upgrade External AW-HDS-DDS with Side B as the Central Controller preferred side, if used 21 Upgrade Microsoft SQL Server to Microsoft SQL Server 2014. See Upgrade to SQL Server 2014, on page 154. 22 Upgrade the External AW-HDS-DDS database. See Upgrade the Unified CCE Data Server Database or External AW-HDS-DDS Database, on page 155. 23 Upgrade the External AW-HDS-DDS. See Run Setup for the Unified CCE Data Server or External AW-HDS-DDS Server, on page 156. 24 Optional: Install the Language Pack if the customer requires a language other than the default (English). See Install the Language Pack, on page 156 . Upgrade Side B Unified CVP VMs You can upgrade all Unified CVP nodes on Side B in parallel. 25 Upgrade Unified CVP Server 1B. See Upgrade the Unified CVP Server, on page 157. 26 Upgrade Unified CVP Server 2B. See Upgrade the Unified CVP Server, on page 157. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 170 Upgrade Side B Tasks Step Task 27 Transfer the upgrade license now, if you do not have a Unified CVP Reporting Server. If you have a Unified CVP Reporting Server, you can transfer the upgrade license to all Unified CVP components after upgrading the Unified CVP Reporting Server. See Obtain and Transfer the Upgrade License for Unified CVP, on page 160. Install 11.0 Unified CVP Reporting Server, if used 28 Install Unified CVP Reporting Server 11.0(1) See Install Cisco Unified CVP Reporting Server, on page 51. 29 Load data to the Unified CVP Reporting Server. See Load Data to Reporting Server Database, on page 159. 30 Save and deploy the Unified CVP Reporting Server in the Operations Console. See Save and Deploy the Unified CVP Reporting Server, on page 159. 31 Transfer the upgrade license. See Obtain and Transfer the Upgrade License for Unified CVP, on page 160. Upgrade Side B Cisco Voice Gateway IOS Version, if needed 32 Upgrade the Cisco Voice Gateway IOS version to the minimum version required by the upgraded release of Packaged CCE (or later). See the Cisco Packaged CCE Software Compatibility Matrix at http://docwiki.cisco.com/wiki/Compatibility_Matrix_for_Packaged_CCE for IOS support information. See Upgrade the Cisco Voice Gateway IOS Version, on page 160. Upgrade Side B Unified CCE Call Server 33 Upgrade the Unified CCE Call Server. See Run Setup for the Unified CCE Call Server, on page 161. 34 Upgrade the CTI OS Server, if used. See Run Setup for Cisco CTI OS Server, on page 161. Upgrade Side B Unified Communications Manager Subscriber 2 35 Power on the Unified Communications Manager Subscriber 2 VM in vSphere client. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 171 Upgrade Side B Tasks Step Task 36 Upgrade Unified Communications Manager Subscriber 2. See either: • Upgrade VOS-Based Contact Center Applications from DVD/CD, on page 151 • Upgrade VOS-Based Contact Center Applications from a Remote File System, on page 152 37 Upgrade JTAPI on the Side B Unified CCE Call Server. See Upgrade JTAPI on the Call Server, on page 162. Run the Upgrade VMware Settings Utility on Side B VMs 38 Re-run Upgrade VMware Settings Utility on all Side B Windows VMs. • Unified CVP Server 1B • Unified CVP Server 2B • Unified CVP Reporting Server • Unified CCE Data Server • Unified CCE Call Server • External AW-HDS-DDS with Side B as the Central Controller preferred side, if used See Upgrade VMware Settings Utility, on page 149. 39 Run the Upgrade VMware Settings Utility on Side A VOS VMs. • Finesse Secondary node • Unified Intelligence Center Subscriber • Unified Communications Manager Subscriber 2 See Upgrade VMware Settings Utility, on page 149. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 172 CHAPTER 25 Sync Side A and Side B • Sync Side A to Side B Tasks, page 173 • Validate Packaged CCE Deployment and Build System Inventory, page 174 Sync Side A to Side B Tasks Perform these tasks in a maintenance window to sync Side A and Side B, and to test the system after upgrade. Step Task Start services on Side B and set them to start automatically 1 For each of the following VMs, select Unified CCE Service Control on the desktop. Start the Unified CCE services and change Startup to Automatic, in this order: 1 Side B Unified CCE Data Server 2 Side B Unified CCE Call Server 3 External AW-HDS-DDS with Side B as the Central Controller preferred side, if used Change Cisco IOS Enterprise Voice Gateway configuration 2 Change the Cisco IOS Enterprise Voice Gateway dial-peer configuration back to the preupgrade configuration. Enable configuration changes 3 Enable configuration changes, by setting the following registry key to 0 on either the Side A or Side B Unified CCE Call Server: HKEY_LOCAL_MACHINE\SOFTWARE\Cisco Systems, Inc.\ICM\<instance name>\Router <A/B>\Router\CurrentVersion\Configuration\Global\DBMaintenance Perform this step on one side only; the change is replicated to the other side automatically. Check the registry on the other side to ensure that the change was replicated. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 173 Validate Packaged CCE Deployment and Build System Inventory Step Task Validate Packaged CCE Deployment and check the System Inventory 4 Validate the Packaged CCE deployment in Unified CCE Administration. See Validate Packaged CCE Deployment and Build System Inventory, on page 174. 5 In the Unified CCE Administration System Inventory tool, check the versions for the Host and all VMs. Check the status of the alerts for the Hosts and for each VM, and compare against the preupgrade alerts and warnings. Investigate and correct any warnings and errors as necessary. Complete Finesse tasks 6 Direct agents to sign in to the correct Finesse node. 7 On the Desktop Layout tab of the Finesse Administration console, change the Live Data gadget to reference the correct Cisco Unified Intelligence Center server for each Live Data report. Validate Packaged CCE Deployment and Build System Inventory Validate the PCCE deployment using the Unified CCE Administration Deployment tool. As you complete the procedure, you are prompted only for missing information; you may not need to perform each step. Procedure Step 1 Step 2 Step 3 Step 4 Sign into Unified CCE Administration using the Active Directory username and password (https://<IP Address>/cceadmin, where <IP Address> is the address of either the Side A CCE Data Server or the Side B CCE Data Server). Click System > Deployment. The Configure your deployment page opens. Enter fields for the IP address, Username, and Password for the VMware hosts for Side A and Side B. Click Next. Enter information for each component in your deployment. After entering information for a component, click Next. The system validates the credentials you entered before prompting you for the next component's information. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 174 Validate Packaged CCE Deployment and Build System Inventory Component Information Required Unified CM Either: • The Unified CM Publisher for an on-box Unified Communications Manager deployment. • The Unified CM Publisher Name and IP address for an external Unified Communications Manager deployment. AXL username and password. Unified CVP Unified CVP Ops Console Server Web Services manager CLI username and password. Unified CVP Operations Console username and password. Unified CCE Data Server Unified CCE Diagnostic Framework Service domain, username, and password. These credentials must be for a domain user who is a member of the Config security group for the instance, and valid on all CCE components in your deployment (the Side A and B Unified CCE Data Servers and the Side A and B Unified CCE Call Servers). Unified Intelligence Center Unified Intelligence Center Administration application username and password. Finesse Step 5 Step 6 Finesse Administration username and password. Click Done. The System Inventory opens. If you are using any Multichannel applications (SocialMiner, E-Mail and Web Interaction ManagerEnterprise Chat and Email, and 3rd Party Multichannel), add them to the System Inventory external machines. a) Click Add Machine. b) Select the type from the drop-down list. c) Enter the name. d) Enter the hostname or IP address. e) Click Save. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 175 Validate Packaged CCE Deployment and Build System Inventory Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 176 CHAPTER 26 Postupgrade Tasks • Postupgrade Tasks, page 177 • Finesse Desktop Layout Postupgrade Tasks, page 177 • Upgrade Call Studio, page 178 • Initiate Metadata Synchronization for Unified CVP Rest API, page 179 Postupgrade Tasks You can perform these postupgrade tasks in any order. Component Task Finesse Complete postupgrade tasks for the Finesse desktop layout. See Finesse Desktop Layout Postupgrade Tasks, on page 177. Unified CVP Upgrade Call Studio. Upgrade Call Studio, on page 178 Optional: Synchronize the metadata files for the Unifed CVP REST API using the sync-up tool. See Initiate Metadata Synchronization for Unified CVP Rest API, on page 179. All Optional: Upgrade ESXi. See Upgrade VMware vSphere ESXi, on page 149. Finesse Desktop Layout Postupgrade Tasks If you do not use a custom desktop layout, do the following after upgrading Cisco Finesse: 1 Click Restore Default Layout on the Manage Desktop Layout gadget to add all updates from the new default desktop layout. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 177 Upgrade Call Studio 2 Disable the Agent Queue Statistics gadget from the default desktop layout for the Agent role. This gadget is not supported for the Agent role in Packaged CCE deployments. 3 Optional: Enable Live Data Report gadgets for the Agent role. If you use a custom desktop layout, do the following after upgrading Finesse: 1 Add optional Live Data Report gadgets for the Agent role after upgrading Cisco Finesse. 2 If you want to restore a previous layout for the desktop, sign in to the Administration Console on the primary Finesse node. Copy and paste your saved layout XML into the Manage Desktop Layout gadget. Related Topics Disable Agent Queue Statistics Gadget in Default Desktop Layout, on page 102 Add Live Data Reports to Default Desktop Layout, on page 103 Add Live Data Reports to Custom Desktop Layout, on page 104 Upgrade Call Studio Before You Begin Obtain a new license for Unified Call Studio because licenses for earlier versions are invalid with the latest version. Note Upgrade of Call Studio is supported through the migration process. Procedure Step 1 Open Call Studio, right-click any existing project in the Navigator view, choose Export. The Export wizard opens. Step 2 Navigate to General > File System, and click Next. Note From the list displayed by the Export wizard, select multiple projects to export them simultaneously. Step 3 Step 4 Browse to the directory where the projects will be exported and click OK and then click Finish. Uninstall the Call Studio software. For more information, see the Uninstall the Unified CVP Component. Step 5 Install the Call Studio software. For more information, see the Install Unified Call Studio section. Related Topics Unified Customer Voice Portal Licenses, on page 72 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 178 Initiate Metadata Synchronization for Unified CVP Rest API Install Unified Call Studio Procedure Step 1 Step 2 Step 5 Mount the Unified CVP ISO image, and run setup.exe. On the Welcome screen, click Next. Note If you click Cancel here or on the dialog screens that follow before the Ready to Install the Program screen, the installation is canceled, and the Exit Setup dialog box appears. Review and accept the license agreement, and click Next. From the Ready to Install the Program screen, review the component that you have selected, and click Install. On the InstallShield Wizard Complete screen, click Finish. Step 6 Select one of the options to either restart the computer right after installation or restart it later, and click Finish Step 3 Step 4 The Call Studio software is installed on your computer. Related Topics Mount and Unmount ISO Files, on page 33 Initiate Metadata Synchronization for Unified CVP Rest API In the CVP REST API architecture, information of media files on Media Server and VXML applications on a VXML server is saved on a WSM Server as metadata in Derby database. This metadata information is created, updated, and deleted by the REST API calls. There may be situations where the metadata may go out of sync with files on VXML Servers and Media Servers. Examples are addition and deletion of CVP Servers, deployment of apps and media files by a tool other than the REST API, and CVP Media Server or the VXML server upgraded from a version where the REST API was not supported. A command line tool “metasynch.cmd” is available at C:\Cisco\CVP\wsm\CLI to enable synchronization of metadata with the files on VXML Servers and Media Servers. The tool internally uses the Synch up API to perform the synchronization. It takes three arguments- WSM user name, WSM user password, and server type (MEDIA, VXML or VXML_ STANDALONE). Based on the server type information, all servers of the respective server type are synchronized. If the server type argument is not provided, metadata is synchronized with all media servers and VXML servers configured in OAMP. In case of an upgrade, the media files and VXML applications are present in the Media Servers and VXML Servers but corresponding metadata information is not present in the WSM Server. The absence of metadata information limits a user from using the REST API to access, update, and delete existing media files and VXML applications on the Media Server and the VXML Server. Synchronize Metadata Files Using Sync-Up Tool To invoke metasynch.cmd, complete the following steps. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 179 Initiate Metadata Synchronization for Unified CVP Rest API Procedure Step 1 Navigate to the C:\Cisco\CVP\wsm\CLI location. Step 2 Run the metasynch.cmd file with following arguments: • wsm username • wsm password Example: metasynch.cmd wsmusername wsmpassword MEDIA Usage : metasynch [options] username password [servertype] servertype : MEDIA/VXML/VXML_STANDALONE options : -help -? print this help message The server type argument should be MEDIA, VXML, or VXML_STANDALONE type. If the server type argument is not provided, the metadata is synched with all the VXML applications on VXML servers and all media files on Media servers. Logs for synch command tool can be found at the following location: C:\Cisco\CVP\wsm\CLI\log\SyncTool.log Note Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 180 APPENDIX A Reference • Simple Network Management Protocol, page 181 • Certificates for Live Data, page 182 Simple Network Management Protocol Simple Network Management Protocol (SNMP) facilitates the exchange of management information among network devices so that administrators can manage network performance and solve network problems. SNMP community strings, users, and network destinations are configured in Cisco Unified Serviceability. Unified Serviceability is one of the tools that open from the Navigation drop-down in Cisco Unified Communications Solutions tools. You can also access Unified Serviceability by entering http://x.x.x.x/ccmservice/, where x.x.x.x is the IP address of the publisher. See the Serviceability Guide for Cisco Unified ICM/Contact Center Enterprise at http://www.cisco.com/c/en/ us/support/customer-collaboration/unified-contact-center-enterprise/ products-installation-and-configuration-guides-list.html for information about configuring SNMP for Unified CCE. Community Strings The SNMP agent uses community strings to provide security. You must configure community strings to access any management information base (MIB). Add new community strings in the Cisco Serviceability Administration interface. A community string is configured with: • a server • a name of up to 32 characters • a setting to accept SNMP packets from any host or from specified hosts • access privileges (readonly, readwrite, readwritenotify, notifyonly, readnotifyonly, and none) • a setting to apply the community string to all nodes in the cluster Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 181 Reference Certificates for Live Data Notification Destinations Add notification destinations for delivery of SNMP notification events when events occur. Add and maintain notification destinations in the Cisco Serviceability Administration interface. A notification destination is configured with: • a server • the host IP addresses of the trap destination • a port number • the SNMP version (V1 or V2c) • the community string name to be used in the notification messages that the host generates • the notification type • a setting to apply to the notification destination configuration to all nodes in the cluster Certificates for Live Data You must set up security certificates for Finesse and Cisco Unified Intelligence Center with HTTPS. You can: • Use the self-signed certificates provided with Finesse and Cisco Unified Intelligence Center. • Obtain and install a Certification Authority (CA) certificate from a third-party vendor. • Produce a certificate internally. Note As is the case when using other self-signed certificates, agents must accept the Live Data certificates in the Finesse desktop when the sign in before they can use the Live Data gadget. Add Self-Signed Certificates for Live Data Both Finesse and Unified Intelligence Center are installed with self-signed certificates. If you choose to work with these self-signed certificates (rather than producing your own CA certificate or obtaining a CA certificate from a third-party certificate vendor), you must first export the certificates from the Unified Intelligence Center Publisher and Subscriber. You must then import the certificates into Finesse, importing the Publisher certificate to the Finesse Primary node and the Subscriber certificate to the Finesse Secondary node. As is the case when using other self-signed certificates, agents must accept the Live Data certificates in the Finesse desktop when they sign in before they can use the Live Data gadget. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 182 Reference Obtain and Upload CA Certificate for Live Data from a Third Party Vendor Procedure Step 1 Sign in to Cisco Unified Operating System Administration on Cisco Unified Intelligence Center (https://<hostname of Cisco Unified Intelligence Center server>/cmplatform). Step 2 Step 3 Step 4 From the Security menu, select Certificate Management. Click Find. Do one of the following: • If the tomcat certificate for your server is not on the list, click Generate New. When the certificate generation is complete, reboot your server. Then restart this procedure. • If the tomcat certificate for your server is on the list, click the certificate to select it. (Ensure that the certificate you select includes the hostname for the server.) Step 5 Click Download .pem file and save the file to your desktop. You must download the certificates that contain the hostnames Cisco Unified Intelligence Center publisher and Cisco Unified Intelligence Center subscriber. Step 6 Sign in to Cisco Unified Operating System Administration on the primary Finesse server (https://FQDN of Finesse server:8443/cmplatform). Step 7 From the Security menu, select Certificate Management. Step 8 Click Upload Certificate. Step 9 From the Certificate Name drop-down list, select tomcat-trust. Step 10 Click Browse and browse to the location of the .pem files (Cisco Unified Intelligence Center publisher and subscriber certificates). Step 11 Click Upload File. Step 12 Restart Cisco Finesse Tomcat on the Finesse server. Obtain and Upload CA Certificate for Live Data from a Third Party Vendor You can use a Certification Authority (CA) certificate provided by a third-party vendor to establish an HTTPS connection between the Finesse and Cisco Unified Intelligence Center servers. Follow the instructions in the TechNote Procedure to Obtain and Upload CA Certificate from a Third-party Vendor, available at http://www.cisco.com/c/en/us/support/customer-collaboration/ packaged-contact-center-enterprise/tsd-products-support-series-home.html. Produce Certificate Internally Set up Microsoft Certificate Server for Windows 2008 R2 This procedure assumes that your deployment includes a Windows Server 2008 R2 (Standard) Active Directory server. Perform the following steps to add the Active Directory Certificate Services role on the Windows 2008 R2 (Standard) domain controller. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 183 Reference Produce Certificate Internally Procedure Step 1 Step 2 Step 3 Click Start, right-click Computer, and select Manage. In the left pane, click Roles. In the right pane, click Add Roles. The Add Roles Wizard opens. Step 4 On the Select Server Roles screen, check the Active Directory Certificate Services check box, and then click Next. On the Introduction to Active Directory Certificate Services screen, click Next. On the Select Role Services screen, check the Certification Authority check box, and then click Next. On the Specify Setup Type screen, select Enterprise, and then click Next. On the Specify CA Type screen, select Root CA, and then click Next. Step 5 Step 6 Step 7 Step 8 Step 9 Click Next on the Set Up Private Key, Configure Cryptography for CA, Configure CA Name, Set Validity Period, and Configure Certificate Database screens to accept the default values. Step 10 On the Confirm Installations Selections screen, verify the information, and then click Install. Set up Microsoft Certificate Server for Windows Server 2012 R2 This procedure assumes that your deployment includes a Windows Server 2012 R2 (Standard) Active Directory server. Perform the following steps to add the Active Directory Certificate Services role on the Windows Server 2012 R2 (Standard) domain controller. Before You Begin Before you begin, Microsoft .Net Framework 3.5 Service Pack 1 must be installed. See Windows Server 2012 documentation for instructions. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 184 Reference Deploy Root Certificate for Internet Explorer Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 Step 10 Step 11 Step 12 Step 13 Step 14 Step 15 In Windows, open the Server Manager. In the Quick Start window, click Add Roles and Features . In the Set Installation Type tab, select Role-based or feature-based installation , and then click Next. In the Server Selection tab, select the destination server then click Next. In the Server Roles tab, check the Active Directory Certificate Services box, and then click the Add Features button in the pop-up window. In the Features and AD CS tabs, click Next to accept default values. In the Role Services tab, verify that the Certification Authority box is checked, and then click Next. In the Confirmation tab, click Install. After the installation is complete, click the Configure Active Directory Certificate Service on the destination server link. Verify that the credentials are correct (for the domain Administrator user), and then click Next. In the Role Services tab, check the Certification Authority box, and then click Next. In the Setup Type tab, select Enterprise CA, and then click Next. In the CA Type tab, select Root CA, and then click Next. In the Private Key, Cryptography, CA Name, Validity Period, and Certificate Database tabs, click Next to accept default values. Review the information in the Confirmation tab, and then click Configure. Download CA certificate This procedure assumes that you are using the Windows Certificate Services. Perform the following steps to retrieve the root CA certificate from the certificate authority. After you retrieve the root certificate, each user must install it in the browser used to access Finesse. Procedure Step 1 Step 2 On the Windows domain controller, run the CLI command certutil -ca.cert ca_name.cer, in which ca_name is the name of your certificate. Save the file. Note where you saved the file so you can retrieve it later. Deploy Root Certificate for Internet Explorer In environments where group policies are enforced via the Active Directory domain, the root certificate can be added automatically to each user's Internet Explorer. Adding the certificate automatically simplifies user requirements for configuration. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 185 Reference Set Up Certificate for Internet Explorer Browser Note To avoid certificate warnings, each user must use the fully-qualified domain name (FQDN) of the Finesse server to access the desktop. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Step 8 Step 9 On the Windows domain controller, navigate to Administrative Tools > Group Policy Management. Note Users who have strict Group Policy defined on the Finesse Agent Desktop are required to disable Cross Document Messaging from Group Policy Management to ensure proper functioning of Finesse on Internet Explorer 11. Right-click Default Domain Policy and select Edit. In the Group Policy Management Console, go to Computer Configuration > Policies > Window Settings > Security Settings > Public Key Policies. Right-click Trusted Root Certification Authorities and select Import. Import the ca_name.cer file. Go to Computer Configuration > Policies > Windows Settings > Security Settings > Public Key Policies > Certificate Services Client - Auto-Enrollment. From the Configuration Model list, select Enabled. Sign in as a user on a computer that is part of the domain and open Internet Explorer. If the user does not have the certificate, run the command gpupdate.exe /target:computer /force on the user's computer. Set Up Certificate for Internet Explorer Browser After obtaining and uploading the CA certificates, either all users must accept the certificate or the certificate must be automatically installed via group policy. In environments where users do not log directly in to a domain or group policies are not utilized, every Internet Explorer user in the system must perform the following steps once to accept the certificate. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 In Windows Explorer, double-click the ca_name.cer file (in which ca_name is the name of your certificate) and then click Open. Click Install Certificate > Next > Place all certificates in the following store. Click Browse and select Trusted Root Certification Authorities. Click OK. Click Next. Click Finish. A message appears that states you are about to install a certificate from a certification authority (CA). Click Yes. Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 186 Reference Set Up Certificate for Firefox Browser A message appears that states the import was successful. Step 8 To verify the certificate was installed, open Internet Explorer. From the browser menu, select Tools > Internet Options. Step 9 Click the Content tab. Step 10 Click Certificates. Step 11 Click the Trusted Root Certification Authorities tab. Step 12 Ensure that the new certificate appears in the list. Set Up Certificate for Firefox Browser Every Firefox user in the system must perform the following steps once to accept the certificate. Note To avoid certificate warnings, each user must use the fully-qualified domain name (FQDN) of the Finesse server to access the desktop. Procedure Step 1 Step 2 Step 3 Step 4 Step 5 From the Firefox browser menu, select Options. Click Advanced. Click the Certificates tab. Click View Certificates. Click Import and browse to the ca_name.cer file (in which ca_name is the name of your certificate). Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 187 Reference Set Up Certificate for Firefox Browser Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) 188 INDEX A I adding 78 data sources 78 antivirus software 38 install 38, 41, 43, 46, 51, 52, 57, 156 antivirus software 38 CVP Reporting Server 51 Finesse Primary 52 Finesse Secondary 57 language pack 156 Microsoft SQL Server 46 Microsoft Windows Server 41 Unified Communications Manager Subscriber 57 Unified Intelligence Center 52, 57 VMware tools 43 ISO files 33 mount and unmount 33 mounting 33 C CCE Call Server 27 VM 27 CCE Data Server 28 VM 28 collation 46, 49 community strings 181 CVP Reporting Server 51 install 51 L D data sources 78 adding 78 destination servers, VMs on 4 DNS configuration 37 language pack 156 license 179 adding components 179 localization 49, 156 M E external AW-HDS-DDS 124 Microsoft SQL Server 46 install 46 Microsoft Windows Server 41 install 41 F Finesse Primary 52 install 52 Finesse Secondary 31, 57 install 57 VM 31 N notification destinations 181 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) IN-1 Index O U OVA files 33 Unified Communications Manager Publisher 30 VM 30 Unified Communications Manager Subscriber 57 install 57 Unified CVP report templates 78 obtaining 78 Unified Intelligence Center 78 data sources 78 Unified Intelligence Center Publisher 32 VM 32 Unified Intelligence Center Subscriber 30, 57 install 57 VM 30 uploading licenses 179 Q QoS 23 R report templates 78 locating 78 S SNMP 181 solution components 4 T timezones 78 and data sources 78 V virtual machines 4, 27, 28, 30, 31, 32 CCE Call Server 27 CCE Data Server 28 Finesse Secondary 31 on destination servers 4 Unified Communications Manager Publisher 30 Unified Intelligence Center Publisher 32 Unified Intelligence Center Subscriber 30 VMware tools 43 Cisco Packaged Contact Center Enterprise Installation and Upgrade Guide, Release 11.0(1) IN-2
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